CSPIA
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Cary Street Partners Investment Advisory’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,700
Closed -$60.3K – 1007
2023
Q3 		$60.3K Buy
2,700
+500
+23% +$11.8K ﹤0.01% 817
2023
Q2 		$52.3K Buy
+2,200
New +$52.6K ﹤0.01% 802

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RJA
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PAG
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IWC
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Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's FDV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q4 2023, closing a stake of 2,700 shares — an estimated $60.3K sold.

Cary Street Partners Investment Advisory first reported a position in FDV in Q2 2023 and held it in 2 quarters. The position peaked at $60.3K in Q3 2023. 28 funds tracked by Wall St. Rank hold FDV as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,700 Federated Hermes US Strategic Dividend ETF shares in Q4 2023, an estimated $60.3K.
  • Cary Street Partners Investment Advisory first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Federated Hermes US Strategic Dividend ETF position peaked at $60.3K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.