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Capital Performance Advisors’s Federated Hermes FHI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-401
Closed -$14.7K – 1037
2024
Q3 		$14.7K Buy
+401
New +$13.7K ﹤0.01% 693

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

Capital Performance Advisors's FHI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 401 shares — an estimated $14.7K sold.

Capital Performance Advisors first reported a position in FHI in Q3 2024 and held it in 1 quarter. The position peaked at $14.7K in Q3 2024. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 401 Federated Hermes shares in Q4 2024, an estimated $14.7K.
  • Capital Performance Advisors first reported a position in Federated Hermes in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Federated Hermes position peaked at $14.7K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.