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Win Advisors’s Federated Hermes FHI Stock Holding History

Win 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
2023
Q1 		– Sell
-972
Closed -$35.3K – 73
2022
Q4 		$35.3K Buy
972
+87
+10% +$3.05K 0.01% 57
2022
Q3 		$29K Sell
885
-15
-2% -$512 0.01% 42
2022
Q2 		$29K Buy
900
+303
+51% +$9.6K 0.06% 66
2022
Q1 		$20K Buy
+597
New +$20.3K 0.01% 111

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Win Advisors's FHI Position: Q1 2023 in Review

Win Advisors sold out of Federated Hermes (FHI) in Q1 2023, closing a stake of 972 shares — an estimated $35.3K sold.

Win Advisors first reported a position in FHI in Q1 2022 and held it in 4 quarters. The position peaked at $35.3K in Q4 2022. 318 funds tracked by Wall St. Rank hold FHI as of Q1 2023.

  • Win Advisors reported no remaining Federated Hermes position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 972 Federated Hermes shares in Q1 2023, an estimated $35.3K.
  • Win Advisors first reported a position in Federated Hermes in Q1 2022 and held it in 4 quarters.
  • Win Advisors's Federated Hermes position peaked at $35.3K in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.