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Sowell Financial Services’s Federated Hermes FHI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-339
Closed -$11K – 1261
2021
Q1 		$11K Buy
339
+180
+113% +$5.29K ﹤0.01% 2273
2020
Q4 		$5K Sell
159
-108
-40% -$2.88K ﹤0.01% 2267
2020
Q3 		$6K Buy
267
+152
+132% +$3.6K ﹤0.01% 1942
2020
Q2 		$3K Hold
115
– – ﹤0.01% 2035
2020
Q1 		$2K Hold
115
– – ﹤0.01% 2055
2019
Q4 		$4K Hold
115
– – ﹤0.01% 1963
2019
Q3 		$4K Buy
+115
New +$3.78K ﹤0.01% 1830

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's FHI Position: Q2 2021 in Review

Sowell Financial Services sold out of Federated Hermes (FHI) in Q2 2021, closing a stake of 339 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in FHI in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 266 funds tracked by Wall St. Rank hold FHI as of Q2 2021.

  • Sowell Financial Services reported no remaining Federated Hermes position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 339 Federated Hermes shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in Federated Hermes in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Federated Hermes position peaked at $11K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.