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Wealthspire Advisors (Maryland)’s Federated Hermes FHI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-151
Closed -$4K – 991
2019
Q1 		$4K Buy
151
+15
+11% +$417 ﹤0.01% 1897
2018
Q4 		$4K Buy
136
+111
+444% +$2.76K ﹤0.01% 1816
2018
Q3 		$1K Hold
25
– – ﹤0.01% 2277
2018
Q2 		$1K Sell
25
-1,759
-99% -$47K ﹤0.01% 2303
2018
Q1 		$60K Sell
1,784
-440
-20% -$14.9K 0.01% 906
2017
Q4 		$80K Sell
2,224
-876
-28% -$28.4K 0.01% 803
2017
Q3 		$92K Sell
3,100
-133
-4% -$3.74K 0.01% 746
2017
Q2 		$91K Buy
3,233
+3,201
+10,003% +$85.5K 0.01% 724
2017
Q1 		$1K Sell
32
-14
-30% -$375 ﹤0.01% 1792
2016
Q4 		$1K Sell
46
-2
-4% -$55 ﹤0.01% 1640
2016
Q3 		$1K Hold
48
– – ﹤0.01% 1637
2016
Q2 		$1K Sell
48
-1,000
-95% -$30.6K ﹤0.01% 1603
2016
Q1 		$30K Sell
1,048
-24
-2% -$632 0.01% 833
2015
Q4 		$31K Buy
+1,072
New +$32.4K 0.01% 831

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FHI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Federated Hermes (FHI) in Q2 2019, closing a stake of 151 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in FHI in Q4 2015 and held it in 14 quarters. The position peaked at $92K in Q3 2017. 288 funds tracked by Wall St. Rank hold FHI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Federated Hermes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 151 Federated Hermes shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Federated Hermes in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Federated Hermes position peaked at $92K in Q3 2017.
  • 288 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.