Winch Advisory Services’s Federated Hermes FHI Stock Holding History

Winch Advisory Services’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
2022 Q4	–	Sell	-91	Closed	-$3K	–	413
2022 Q3	$3K	Buy	91 +1	+1%	+$34	﹤0.01%	298
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	322
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	355
2021 Q4	$3K	Hold	90	–	–	﹤0.01%	369
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	378
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	380
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	352
2020 Q4	$3K	Hold	90	–	–	﹤0.01%	341
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	326
2020 Q2	$2K	Hold	90	–	–	﹤0.01%	323
2020 Q1	$2K	Buy	+90	New	+$2.67K	﹤0.01%	279

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winch Advisory Services's FHI Position: Q4 2022 in Review

Winch Advisory Services sold out of Federated Hermes (FHI) in Q4 2022, closing a stake of 91 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in FHI in Q1 2020 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2022.

Winch Advisory Services reported no remaining Federated Hermes position as of Q4 2022 after selling out during the quarter.
Winch Advisory Services sold 91 Federated Hermes shares in Q4 2022, an estimated $3K.
Winch Advisory Services first reported a position in Federated Hermes in Q1 2020 and held it in 11 quarters.
Winch Advisory Services's Federated Hermes position peaked at $3K in Q3 2022.
312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2022.

Based on Winch Advisory Services's 13F filing for Q4 2022, filed 26 Jan 2023.