Federated Investors shares owned by CWM Advisors
Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Federated Investors
Tip: Access up to 7 years of quarterly data
All positions including Federated Investors held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Federated Investors by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 20k | 51.93 |
| 2025-06-30 | $895k | 20k | 44.32 |
| 2024-12-31 | $829k | 20k | 41.11 |
| 2024-03-31 | $892k | 25k | 36.12 |
| 2021-06-30 | $607k | 18k | 33.94 |
| 2021-03-31 | $543k | 17k | 31.31 |
| 2020-12-31 | $380k | 13k | 28.91 |
| 2017-12-31 | $58k | 1.6k | 36.18 |