WealthPLAN Partners’s Federated Hermes FHI Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-1,000	Closed	-$35.9K	–	573
2023 Q2	$35.9K	Hold	1,000	–	–	0.01%	571
2023 Q1	$40.1K	Buy	+1,000	New	+$39.2K	﹤0.01%	599
2017 Q2	–	Sell	-100	Closed	-$2.6K	–	262
2017 Q1	$2.6K	Buy	+100	New	+$2.68K	0.01%	399
2016 Q3	$208K	Sell	7,200 -7,200	-50%	-$225K	0.07%	141
2016 Q2	$207K	Buy	+14,400	New	+$440K	0.03%	367
2015 Q4	$217K	Buy	+22,650	New	+$684K	0.04%	258
2015 Q2	$253K	Hold	7,550	–	–	0.11%	85
2015 Q1	$256K	Buy	+7,550	New	+$251K	0.12%	98

Other funds holding FHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPLAN Partners's FHI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 1,000 shares — an estimated $35.9K sold.

WealthPLAN Partners first reported a position in FHI in Q1 2015 and held it in 8 quarters. The position peaked at $256K in Q1 2015. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

WealthPLAN Partners reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,000 Federated Hermes shares in Q3 2023, an estimated $35.9K.
WealthPLAN Partners first reported a position in Federated Hermes in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's Federated Hermes position peaked at $256K in Q1 2015.
308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.