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	–	1262
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return