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Stratos Wealth Partners’s Federated Hermes FHI Stock Holding History

Stratos Wealth Partners’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
2022
Q1 		– Sell
-22,840
Closed -$858K – 1292
2021
Q4 		$858K Sell
22,840
-1,612
-7% -$55.9K 0.02% 603
2021
Q3 		$795K Sell
24,452
-1,471
-6% -$48K 0.02% 594
2021
Q2 		$879K Sell
25,923
-1,171
-4% -$37.3K 0.02% 579
2021
Q1 		$848K Sell
27,094
-1,090
-4% -$32K 0.02% 550
2020
Q4 		$814K Sell
28,184
-1,872
-6% -$49.8K 0.02% 519
2020
Q3 		$647K Sell
30,056
-17,458
-37% -$414K 0.02% 532
2020
Q2 		$1.13M Sell
47,514
-14,348
-23% -$318K 0.04% 358
2020
Q1 		$1.18M Sell
61,862
-20,072
-24% -$596K 0.05% 293
2019
Q4 		$2.67M Sell
81,934
-2,535
-3% -$82.7K 0.1% 206
2019
Q3 		$2.74M Sell
84,469
-3,343
-4% -$110K 0.12% 186
2019
Q2 		$2.85M Sell
87,812
-3,545
-4% -$112K 0.12% 175
2019
Q1 		$2.68M Sell
91,357
-7,610
-8% -$211K 0.12% 187
2018
Q4 		$2.63M Sell
98,967
-38,474
-28% -$956K 0.14% 169
2018
Q3 		$3.31M Sell
137,441
-2,491
-2% -$58.6K 0.15% 146
2018
Q2 		$3.26M Sell
139,932
-7,065
-5% -$189K 0.15% 152
2018
Q1 		$4.91M Buy
146,997
+1,314
+0.9% +$44.6K 0.21% 108
2017
Q4 		$5.26M Sell
145,683
-1,469
-1% -$47.6K 0.24% 88
2017
Q3 		$4.37M Sell
147,152
-6,270
-4% -$176K 0.21% 107
2017
Q2 		$4.33M Buy
153,422
+3,194
+2% +$85.3K 0.22% 101
2017
Q1 		$3.96M Buy
+150,228
New +$4.02M 0.22% 100

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's FHI Position: Q1 2022 in Review

Stratos Wealth Partners sold out of Federated Hermes (FHI) in Q1 2022, closing a stake of 22,840 shares — an estimated $858K sold.

Stratos Wealth Partners first reported a position in FHI in Q1 2017 and held it in 20 quarters. The position peaked at $5.26M in Q4 2017. 261 funds tracked by Wall St. Rank hold FHI as of Q1 2022.

  • Stratos Wealth Partners reported no remaining Federated Hermes position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 22,840 Federated Hermes shares in Q1 2022, an estimated $858K.
  • Stratos Wealth Partners first reported a position in Federated Hermes in Q1 2017 and held it in 20 quarters.
  • Stratos Wealth Partners's Federated Hermes position peaked at $5.26M in Q4 2017.
  • 261 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2022.

Based on Stratos Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.