PFG Private Wealth Management’s Federated Hermes FHI Stock Holding History

PFG Private Wealth Management’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-106	Closed	-$4K	–	318
2022 Q4	$4K	Hold	106	–	–	﹤0.01%	236
2022 Q3	$4K	Hold	106	–	–	﹤0.01%	223
2022 Q2	$3K	Hold	106	–	–	﹤0.01%	256
2022 Q1	$4K	Hold	106	–	–	﹤0.01%	233
2021 Q4	$4K	Hold	106	–	–	﹤0.01%	236
2021 Q3	$3K	Buy	+106	New	+$3.46K	﹤0.01%	242

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

PFG Private Wealth Management's FHI Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Federated Hermes (FHI) in Q1 2023, closing a stake of 106 shares — an estimated $4K sold.

PFG Private Wealth Management first reported a position in FHI in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2022. 318 funds tracked by Wall St. Rank hold FHI as of Q1 2023.

PFG Private Wealth Management reported no remaining Federated Hermes position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 106 Federated Hermes shares in Q1 2023, an estimated $4K.
PFG Private Wealth Management first reported a position in Federated Hermes in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Federated Hermes position peaked at $4K in Q4 2022.
318 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.