Sutton Wealth Advisors’s Federated Hermes FHI Stock Holding History

Sutton 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
2023 Q1	–	Sell	-17	Closed	-$617	–	1070
2022 Q4	$617	Hold	17	–	–	﹤0.01%	1448
2022 Q3	$563	Buy	17 +5	+42%	+$171	﹤0.01%	1449
2022 Q2	$381	Buy	+12	New	+$380	﹤0.01%	1503
2022 Q1	–	Sell	-9	Closed	-$338	–	1658
2021 Q4	$338	Buy	+9	New	+$312	﹤0.01%	1588
2021 Q2	–	Sell	-190	Closed	-$5.95K	–	1288
2021 Q1	$5.95K	Hold	190	–	–	﹤0.01%	982
2020 Q4	$5.49K	Hold	190	–	–	﹤0.01%	958
2020 Q3	$4.09K	Sell	190 -192	-50%	-$4.55K	﹤0.01%	978
2020 Q2	$9.05K	Hold	382	–	–	﹤0.01%	736
2020 Q1	$7.28K	Hold	382	–	–	﹤0.01%	742
2019 Q4	$12.4K	Hold	382	–	–	0.01%	758
2019 Q3	$12.4K	Sell	382 -19	-5%	-$624	0.01%	731
2019 Q2	$13K	Hold	401	–	–	0.01%	708
2019 Q1	$11.8K	Hold	401	–	–	0.01%	750
2018 Q4	$10.6K	Hold	401	–	–	0.01%	728
2018 Q3	$9.67K	Hold	401	–	–	0.01%	789
2018 Q2	$9.35K	Hold	401	–	–	0.01%	849
2018 Q1	$13.4K	Hold	401	–	–	0.01%	716
2017 Q4	$14.5K	Hold	401	–	–	0.01%	671
2017 Q3	$11.9K	Hold	401	–	–	0.01%	722
2017 Q2	$11.3K	Hold	401	–	–	0.01%	717
2017 Q1	$10.6K	Sell	401 -350	-47%	-$9.37K	0.01%	699
2016 Q4	$21.2K	Sell	751 -612	-45%	-$17K	0.02%	472
2016 Q3	$40.4K	Hold	1,363	–	–	0.04%	292
2016 Q2	$39.2K	Hold	1,363	–	–	0.04%	283
2016 Q1	$39.3K	Buy	+1,363	New	+$35.9K	0.04%	284

Other funds holding FHI

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

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

SDWMA

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

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

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

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

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

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

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

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

Sutton Wealth Advisors's FHI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Federated Hermes (FHI) in Q1 2023, closing a stake of 17 shares — an estimated $617 sold.

Sutton Wealth Advisors first reported a position in FHI in Q1 2016 and held it in 25 quarters. The position peaked at $40.4K in Q3 2016. 318 funds tracked by Wall St. Rank hold FHI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Federated Hermes position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 17 Federated Hermes shares in Q1 2023, an estimated $617.
Sutton Wealth Advisors first reported a position in Federated Hermes in Q1 2016 and held it in 25 quarters.
Sutton Wealth Advisors's Federated Hermes position peaked at $40.4K in Q3 2016.
318 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.