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Sonora Investment Management’s Federated Hermes FHI Stock Holding History

Sonora Investment Management’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
2020
Q3 		– Sell
-98
Closed -$2K – 1804
2020
Q2 		$2K Buy
+98
New +$2.17K ﹤0.01% 1574

Other funds holding FHI

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Vanguard Group
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonora Investment Management's FHI Position: Q3 2020 in Review

Sonora Investment Management sold out of Federated Hermes (FHI) in Q3 2020, closing a stake of 98 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in FHI in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 276 funds tracked by Wall St. Rank hold FHI as of Q3 2020.

  • Sonora Investment Management reported no remaining Federated Hermes position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 98 Federated Hermes shares in Q3 2020, an estimated $2K.
  • Sonora Investment Management first reported a position in Federated Hermes in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's Federated Hermes position peaked at $2K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.