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TFO Wealth Partners’s Federated Hermes FHI Stock Holding History

TFO 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
2024
Q2 		– Sell
-6
Closed -$217 – 300
2024
Q1 		$217 Hold
6
– – ﹤0.01% 469
2023
Q4 		$203 Hold
6
– – ﹤0.01% 637
2023
Q3 		$215 Hold
6
– – ﹤0.01% 774
2023
Q2 		$215 Hold
6
– – ﹤0.01% 485
2023
Q1 		$241 Buy
6
+3
+100% +$118 ﹤0.01% 428
2022
Q4 		$139 Buy
+3
New +$105 ﹤0.01% 703

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's FHI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 6 shares — an estimated $217 sold.

TFO Wealth Partners first reported a position in FHI in Q4 2022 and held it in 6 quarters. The position peaked at $241 in Q1 2023. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Federated Hermes shares in Q2 2024, an estimated $217.
  • TFO Wealth Partners first reported a position in Federated Hermes in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Federated Hermes position peaked at $241 in Q1 2023.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.