TCI Wealth Advisors’s Federated Hermes FHI Stock Holding History

TCI 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 Q2	–	Sell	-370	Closed	-$14.9K	–	918
2023 Q1	$14.9K	Hold	370	–	–	﹤0.01%	855
2022 Q4	$13.4K	Buy	370 +257	+227%	+$9.02K	﹤0.01%	884
2022 Q3	$4K	Buy	113 +8	+8%	+$273	﹤0.01%	1600
2022 Q2	$3K	Sell	105 -136	-56%	-$4.31K	﹤0.01%	1795
2022 Q1	$8K	Sell	241 -61	-20%	-$2.08K	﹤0.01%	1245
2021 Q4	$11K	Buy	302 +61	+25%	+$2.12K	﹤0.01%	1082
2021 Q3	$8K	Buy	241 +139	+136%	+$4.53K	﹤0.01%	1247
2021 Q2	$3K	Buy	102 +24	+31%	+$764	﹤0.01%	1742
2021 Q1	$2K	Buy	+78	New	+$2.29K	﹤0.01%	1740
2016 Q1	–	Sell	-660	Closed	-$19K	–	1346
2015 Q4	$19K	Hold	660	–	–	0.01%	449
2015 Q3	$19K	Hold	660	–	–	0.01%	405
2015 Q2	$22K	Buy	+660	New	+$22.8K	0.01%	383

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

TCI Wealth Advisors's FHI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 370 shares — an estimated $14.9K sold.

TCI Wealth Advisors first reported a position in FHI in Q2 2015 and held it in 12 quarters. The position peaked at $22K in Q2 2015. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

TCI Wealth Advisors reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 370 Federated Hermes shares in Q2 2023, an estimated $14.9K.
TCI Wealth Advisors first reported a position in Federated Hermes in Q2 2015 and held it in 12 quarters.
TCI Wealth Advisors's Federated Hermes position peaked at $22K in Q2 2015.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.