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WR Wealth Planners’s Federated Hermes FHI Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-203
Closed -$7.46K – 1134
2024
Q3 		$7.46K Hold
203
– – ﹤0.01% 677
2024
Q2 		$6.67K Hold
203
– – ﹤0.01% 667
2024
Q1 		$7.33K Buy
+203
New +$7.13K ﹤0.01% 651
2023
Q4 		– Sell
-203
Closed -$6.88K – 417
2023
Q3 		$6.88K Hold
203
– – ﹤0.01% 632
2023
Q2 		$7.28K Hold
203
– – ﹤0.01% 624
2023
Q1 		$8.15K Hold
203
– – ﹤0.01% 599
2022
Q4 		$7.37K Hold
203
– – ﹤0.01% 296
2022
Q3 		$6.72K Hold
203
– – ﹤0.01% 292
2022
Q2 		$6.45K Hold
203
– – ﹤0.01% 321
2022
Q1 		$6.91K Buy
+203
New +$6.91K ﹤0.01% 333

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's FHI Position: Q4 2024 in Review

WR Wealth Planners sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 203 shares — an estimated $7.46K sold.

WR Wealth Planners first reported a position in FHI in Q1 2022 and held it in 10 quarters. The position peaked at $8.15K in Q1 2023. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • WR Wealth Planners reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 203 Federated Hermes shares in Q4 2024, an estimated $7.46K.
  • WR Wealth Planners first reported a position in Federated Hermes in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Federated Hermes position peaked at $8.15K in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.