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Richard W. Paul & Associates’s Federated Hermes FHI Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-469
Closed -$16.8K – 525
2023
Q2 		$16.8K Hold
469
– – 0.01% 280
2023
Q1 		$18.8K Hold
469
– – 0.01% 274
2022
Q4 		$17K Buy
+469
New +$16.5K 0.01% 280

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Richard W. Paul & Associates's FHI Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 469 shares — an estimated $16.8K sold.

Richard W. Paul & Associates first reported a position in FHI in Q4 2022 and held it in 3 quarters. The position peaked at $18.8K in Q1 2023. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 469 Federated Hermes shares in Q3 2023, an estimated $16.8K.
  • Richard W. Paul & Associates first reported a position in Federated Hermes in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's Federated Hermes position peaked at $18.8K in Q1 2023.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.