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Regent Peak Wealth Advisors’s Federated Hermes FHI Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-14
Closed – – 432
2020
Q4 		$0 Buy
+14
New +$373 ﹤0.01% 1078

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's FHI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Federated Hermes (FHI) in Q1 2021, closing a stake of 14 shares.

Regent Peak Wealth Advisors first reported a position in FHI in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 285 funds tracked by Wall St. Rank hold FHI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Federated Hermes position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 14 Federated Hermes shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Federated Hermes in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Federated Hermes position peaked at $0 in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.