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Stratos Wealth Advisors’s Federated Hermes FHI Stock Holding History

Stratos Wealth Advisors’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
2024
Q1 		– Sell
-7,000
Closed -$237K – 680
2023
Q4 		$237K Sell
7,000
-100
-1% -$3.26K 0.01% 608
2023
Q3 		$240K Hold
7,100
– – 0.02% 581
2023
Q2 		$255K Buy
+7,100
New +$274K 0.02% 554

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stratos Wealth Advisors's FHI Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 7,000 shares — an estimated $237K sold.

Stratos Wealth Advisors first reported a position in FHI in Q2 2023 and held it in 3 quarters. The position peaked at $255K in Q2 2023. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • Stratos Wealth Advisors reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 7,000 Federated Hermes shares in Q1 2024, an estimated $237K.
  • Stratos Wealth Advisors first reported a position in Federated Hermes in Q2 2023 and held it in 3 quarters.
  • Stratos Wealth Advisors's Federated Hermes position peaked at $255K in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.