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Realta Investment Advisors’s Federated Hermes FHI Stock Holding History

Realta Investment Advisors’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
2019
Q2 		– Sell
-32
Closed -$1K – 1735
2019
Q1 		$1K Buy
+32
New +$889 ﹤0.01% 1272

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Realta Investment Advisors's FHI Position: Q2 2019 in Review

Realta Investment Advisors sold out of Federated Hermes (FHI) in Q2 2019, closing a stake of 32 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in FHI in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 288 funds tracked by Wall St. Rank hold FHI as of Q2 2019.

  • Realta Investment Advisors reported no remaining Federated Hermes position as of Q2 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 32 Federated Hermes shares in Q2 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in Federated Hermes in Q1 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Federated Hermes position peaked at $1K in Q1 2019.
  • 288 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2019.

Based on Realta Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.