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Weaver Consulting Group’s Federated Hermes FHI Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-45
Closed -$1K – 402
2020
Q3 		$1K Hold
45
– – ﹤0.01% 892
2020
Q2 		$1K Hold
45
– – ﹤0.01% 866
2020
Q1 		$1K Hold
45
– – ﹤0.01% 769
2019
Q4 		$2K Hold
45
– – ﹤0.01% 736
2019
Q3 		$2K Hold
45
– – ﹤0.01% 720
2019
Q2 		$1K Hold
45
– – ﹤0.01% 768
2019
Q1 		$1K Buy
+45
New +$1.25K ﹤0.01% 1422

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Weaver Consulting Group's FHI Position: Q4 2020 in Review

Weaver Consulting Group sold out of Federated Hermes (FHI) in Q4 2020, closing a stake of 45 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in FHI in Q1 2019 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 295 funds tracked by Wall St. Rank hold FHI as of Q4 2020.

  • Weaver Consulting Group reported no remaining Federated Hermes position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 45 Federated Hermes shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in Federated Hermes in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Federated Hermes position peaked at $2K in Q4 2019.
  • 295 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.