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Riverview Trust Company’s Federated Hermes FHI Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-487
Closed -$19.5K – 701
2023
Q1 		$19.5K Hold
487
– – 0.02% 351
2022
Q4 		$18K Hold
487
– – 0.02% 354
2022
Q3 		$16K Hold
487
– – 0.02% 407
2022
Q2 		$15K Buy
+487
New +$15.4K 0.01% 475

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverview Trust Company's FHI Position: Q2 2023 in Review

Riverview Trust Company sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 487 shares — an estimated $19.5K sold.

Riverview Trust Company first reported a position in FHI in Q2 2022 and held it in 4 quarters. The position peaked at $19.5K in Q1 2023. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

  • Riverview Trust Company reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 487 Federated Hermes shares in Q2 2023, an estimated $19.5K.
  • Riverview Trust Company first reported a position in Federated Hermes in Q2 2022 and held it in 4 quarters.
  • Riverview Trust Company's Federated Hermes position peaked at $19.5K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.