Sound View Wealth Advisors Group, LLC Federated Hermes, Inc. Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Federated Hermes, Inc. stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 23,935 shares of FHI stock, worth $988,036. This represents 0.07% of its overall portfolio holdings.

Number of Shares

23,935

Previous 36,217 33.91%

Holding current value

$988,036

Previous $1.19 Million 26.13%

% of portfolio

0.07%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$32.18 - $37.3 $395,234 - $458,118	-12,282 Reduced 33.91%	23,935 $879,000
Q2 2024 Aug 05, 2024	BUY	$31.65 - $36.79 $8,229 - $9,565	260 Added 0.72%	36,217 $1.19 Million
Q1 2024 May 09, 2024	SELL	$33.27 - $36.43 $99,676 - $109,144	-2,996 Reduced 7.69%	35,957 $1.3 Million
Q4 2023 Feb 08, 2024	SELL	$30.46 - $34.22 $121 - $136	-4 Reduced 0.01%	38,953 $1.32 Million
Q3 2023 Nov 07, 2023	SELL	$32.42 - $36.86 $680 - $774	-21 Reduced 0.05%	38,957 $1.32 Million
Q1 2023 May 12, 2023	BUY	$37.29 - $40.85 $13,424 - $14,706	360 Added 0.93%	38,978 $1.56 Million
Q4 2022 Feb 08, 2023	BUY	$30.88 - $38.31 $494 - $612	16 Added 0.04%	38,618 $1.4 Million
Q2 2022 Aug 05, 2022	SELL	$28.38 - $34.91 $134,322 - $165,229	-4,733 Reduced 10.92%	38,602 $1.23 Million
Q1 2022 May 11, 2022	SELL	$30.21 - $39.16 $77,035 - $99,857	-2,550 Reduced 5.56%	43,335 $1.48 Million
Q4 2021 Jan 20, 2022	SELL	$31.56 - $37.87 $92,028 - $110,428	-2,916 Reduced 5.98%	45,885 $1.72 Million
Q3 2021 Oct 21, 2021	SELL	$29.52 - $34.55 $139,393 - $163,145	-4,722 Reduced 8.82%	48,801 $1.59 Million
Q2 2021 Jul 21, 2021	BUY	$28.8 - $34.62 $578,016 - $694,823	20,070 Added 59.99%	53,523 $1.82 Million
Q4 2020 Feb 02, 2021	BUY	$21.28 - $30.04 $49,476 - $69,843	2,325 Added 7.47%	33,453 $966,000
Q3 2020 Nov 09, 2020	BUY	$20.69 - $27.04 $392,758 - $513,300	18,983 Added 156.3%	31,128 $670,000
Q2 2020 Aug 07, 2020	BUY	$17.69 - $26.45 $8,898 - $13,304	503 Added 4.32%	12,145 $288,000
Q1 2020 May 12, 2020	BUY	$13.07 - $37.45 $13 - $37	1 Added 0.01%	11,642 $222,000
Q4 2019 Jan 27, 2020	SELL	$30.49 - $34.43 $1,189 - $1,342	-39 Reduced 0.33%	11,641 $379,000
Q2 2019 Aug 07, 2019	BUY	$29.71 - $33.54 $347,012 - $391,747	11,680 New	11,680 $380,000

Others Institutions Holding FHI

# of Institutions

309

Shares Held

57.3M

Call Options Held

17.8K

Put Options Held

49.6K

View Full List

About FEDERATED HERMES, INC.

Ticker FHI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 89,132,704
Market Cap $3.68B
Description
Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipa...

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Sound View Wealth Advisors Group, LLC Federated Hermes, Inc. Transaction History