Planned Solutions’s Federated Hermes FHI Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-1,240	Closed	-$45.6K	–	284
2024 Q3	$45.6K	Buy	+1,240	New	+$42.5K	0.02%	311

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's FHI Position: Q4 2024 in Review

Planned Solutions sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 1,240 shares — an estimated $45.6K sold.

Planned Solutions first reported a position in FHI in Q3 2024 and held it in 1 quarter. The position peaked at $45.6K in Q3 2024. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

Planned Solutions reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,240 Federated Hermes shares in Q4 2024, an estimated $45.6K.
Planned Solutions first reported a position in Federated Hermes in Q3 2024 and held it in 1 quarter.
Planned Solutions's Federated Hermes position peaked at $45.6K in Q3 2024.
328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.