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Wealthstar Advisors’s Federated Hermes FHI Stock Holding History

Wealthstar 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
2021
Q3 		– Sell
-13,000
Closed -$440K – 103
2021
Q2 		$440K Buy
+13,000
New +$414K 0.14% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthstar Advisors's FHI Position: Q3 2021 in Review

Wealthstar Advisors sold out of Federated Hermes (FHI) in Q3 2021, closing a stake of 13,000 shares — an estimated $440K sold.

Wealthstar Advisors first reported a position in FHI in Q2 2021 and held it in 1 quarter. The position peaked at $440K in Q2 2021. 249 funds tracked by Wall St. Rank hold FHI as of Q3 2021.

  • Wealthstar Advisors reported no remaining Federated Hermes position as of Q3 2021 after selling out during the quarter.
  • Wealthstar Advisors sold 13,000 Federated Hermes shares in Q3 2021, an estimated $440K.
  • Wealthstar Advisors first reported a position in Federated Hermes in Q2 2021 and held it in 1 quarter.
  • Wealthstar Advisors's Federated Hermes position peaked at $440K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2021.

Based on Wealthstar Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.