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Waldron Private Wealth’s Federated Hermes FHI Stock Holding History

Waldron Private Wealth’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,637
Closed -$602K – 346
2024
Q4 		$602K Buy
14,637
+7,528
+106% +$309K 0.02% 228
2024
Q3 		$261K Buy
+7,109
New +$261K 0.01% 350