Spire Wealth Management’s Federated Hermes FHI Stock Holding History

Spire Wealth 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
2023 Q2	–	Sell	-33	Closed	-$1.32K	–	2434
2023 Q1	$1.32K	Sell	33 -80	-71%	-$3.14K	﹤0.01%	2349
2022 Q4	$4K	Buy	+113	New	+$3.96K	﹤0.01%	1888
2022 Q3	–	Sell	-950	Closed	-$30K	–	2318
2022 Q2	$30K	Hold	950	–	–	﹤0.01%	1499
2022 Q1	$32K	Hold	950	–	–	﹤0.01%	1619
2021 Q4	$36K	Hold	950	–	–	﹤0.01%	1872
2021 Q3	$31K	Hold	950	–	–	﹤0.01%	1669
2021 Q2	$32K	Hold	950	–	–	﹤0.01%	1663
2021 Q1	$30K	Buy	+950	New	+$27.9K	﹤0.01%	1967

Other funds holding FHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Spire Wealth Management's FHI Position: Q2 2023 in Review

Spire Wealth Management sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 33 shares — an estimated $1.32K sold.

Spire Wealth Management first reported a position in FHI in Q1 2021 and held it in 8 quarters. The position peaked at $36K in Q4 2021. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

Spire Wealth Management reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 33 Federated Hermes shares in Q2 2023, an estimated $1.32K.
Spire Wealth Management first reported a position in Federated Hermes in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Federated Hermes position peaked at $36K in Q4 2021.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.