TRUE Private Wealth Advisors’s Federated Hermes FHI Stock Holding History

TRUE Private 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
2020 Q3	–	Sell	-155	Closed	-$3K	–	706
2020 Q2	$3K	Hold	155	–	–	﹤0.01%	596
2020 Q1	$2K	Hold	155	–	–	﹤0.01%	602
2019 Q4	$5K	Buy	+155	New	+$5.06K	﹤0.01%	673
2019 Q3	–	Sell	-155	Closed	-$5K	–	399
2019 Q2	$5K	Buy	+155	New	+$4.89K	﹤0.01%	634
2018 Q4	–	Sell	-155	Closed	-$3.74K	–	484
2018 Q3	$3.74K	Buy	+155	New	+$3.65K	﹤0.01%	936

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's FHI Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of Federated Hermes (FHI) in Q3 2020, closing a stake of 155 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in FHI in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 276 funds tracked by Wall St. Rank hold FHI as of Q3 2020.

TRUE Private Wealth Advisors reported no remaining Federated Hermes position as of Q3 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 155 Federated Hermes shares in Q3 2020, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Federated Hermes in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's Federated Hermes position peaked at $5K in Q4 2019.
276 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.