Drive Wealth Management’s Federated Hermes Premier Municipal Income Fund FMN Stock Holding History

Drive Wealth Management’s Portfolio FMN Stock Details FMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,672	Closed	-$180K	–	310
2023 Q3	$180K	Sell	18,672 -9,565	-34%	-$98.7K	0.07%	248
2023 Q2	$301K	Sell	28,237 -855	-3%	-$9.09K	0.11%	173
2023 Q1	$316K	Sell	29,092 -1,388	-5%	-$14.9K	0.13%	164
2022 Q4	$321K	Buy	30,480 +72	+0.2%	+$747	0.16%	152
2022 Q3	$316K	Buy	30,408 +18,065	+146%	+$203K	0.3%	102
2022 Q2	$137K	Sell	12,343 -1,572	-11%	-$18.4K	0.13%	157
2022 Q1	$178K	Buy	+13,915	New	+$189K	0.15%	154

Other funds holding FMN

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Drive Wealth Management's FMN Position: Q4 2023 in Review

Drive Wealth Management sold out of Federated Hermes Premier Municipal Income Fund (FMN) in Q4 2023, closing a stake of 18,672 shares — an estimated $180K sold.

Drive Wealth Management first reported a position in FMN in Q1 2022 and held it in 7 quarters. The position peaked at $321K in Q4 2022. 48 funds tracked by Wall St. Rank hold FMN as of Q4 2023.

Drive Wealth Management reported no remaining Federated Hermes Premier Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Drive Wealth Management sold 18,672 Federated Hermes Premier Municipal Income Fund shares in Q4 2023, an estimated $180K.
Drive Wealth Management first reported a position in Federated Hermes Premier Municipal Income Fund in Q1 2022 and held it in 7 quarters.
Drive Wealth Management's Federated Hermes Premier Municipal Income Fund position peaked at $321K in Q4 2022.
48 funds tracked by Wall St. Rank held Federated Hermes Premier Municipal Income Fund as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.