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Wipfli Financial Advisors’s Federated Hermes FHI Stock Holding History

Wipfli Financial 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
2022
Q3 		$30K Buy
+902
New +$30.8K ﹤0.01% 1372

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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's FHI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Federated Hermes (FHI) in Q3 2022: 902 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings.

279 funds tracked by Wall St. Rank hold FHI as of Q3 2022.

  • Wipfli Financial Advisors held 902 shares of Federated Hermes worth $30K as of Q3 2022.
  • Federated Hermes was a new Wipfli Financial Advisors position in Q3 2022.
  • Federated Hermes made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1372 holding.
  • 279 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.