Federated Investors shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Federated Investors
Tip: Access up to 7 years of quarterly data
All positions including Federated Investors held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Federated Investors by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 5.9k | 51.93 |
| 2025-06-30 | $304k | 6.9k | 44.32 |
| 2025-03-31 | $520k | 13k | 40.77 |
| 2024-12-31 | $750k | 18k | 41.11 |
| 2024-09-30 | $880k | 24k | 36.77 |
| 2024-06-30 | $1.2M | 36k | 32.88 |
| 2024-03-31 | $1.3M | 36k | 36.12 |
| 2023-12-31 | $1.3M | 39k | 33.86 |
| 2023-09-30 | $1.3M | 39k | 33.87 |
| 2023-06-30 | $1.4M | 39k | 35.85 |
| 2023-03-31 | $1.6M | 39k | 40.14 |
| 2022-12-31 | $1.4M | 39k | 36.31 |
| 2022-09-30 | $1.3M | 39k | 33.11 |
| 2022-06-30 | $1.2M | 39k | 31.79 |
| 2022-03-31 | $1.5M | 43k | 34.06 |
| 2021-12-31 | $1.7M | 46k | 37.57 |
| 2021-09-30 | $1.6M | 49k | 32.50 |
| 2021-06-30 | $1.8M | 54k | 33.91 |
| 2021-03-31 | $1.0M | 34k | 31.30 |
| 2020-12-31 | $966k | 34k | 28.88 |
| 2020-09-30 | $670k | 31k | 21.52 |
| 2020-06-30 | $288k | 12k | 23.71 |
| 2020-03-31 | $222k | 12k | 19.07 |
| 2019-12-31 | $379k | 12k | 32.56 |
| 2019-09-30 | $379k | 12k | 32.45 |
| 2019-06-30 | $380k | 12k | 32.53 |
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