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Financial Gravity Asset Management’s Federated Hermes FHI Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-2
Closed -$90 – 1792
2024
Q1 		$90 Buy
+2
New +$70 ﹤0.01% 1753
2023
Q3 		– Sell
-36
Closed -$1.28K – 1427
2023
Q2 		$1.28K Sell
36
-4
-10% -$155 ﹤0.01% 746
2023
Q1 		$4 Buy
40
+4
+11% +$157 ﹤0.01% 937
2022
Q4 		$1.36K Buy
36
+3
+9% +$105 0.01% 606
2022
Q3 		$4 Buy
+33
New +$1.13K ﹤0.01% 792
2022
Q2 		– Sell
-68
Closed -$4 – 773
2022
Q1 		$4 Sell
68
-8
-11% -$272 ﹤0.01% 819
2021
Q4 		$42 Buy
76
+75
+7,500% +$2.6K ﹤0.01% 728
2021
Q3 		$33K Buy
+1
New +$33 0.02% 684
2020
Q1 		– Sell
-99
Closed -$33K – 1191
2019
Q4 		$33K Sell
99
-5
-5% -$163 0.02% 830
2019
Q3 		$3K Buy
104
+89
+593% +$2.92K ﹤0.01% 801
2019
Q2 		$0 Sell
15
-91
-86% -$2.87K ﹤0.01% 1374
2019
Q1 		$3K Buy
+106
New +$2.94K ﹤0.01% 829
2018
Q3 		$4K Sell
148
-34
-19% -$800 ﹤0.01% 769
2018
Q2 		$4K Buy
182
+26
+17% +$695 ﹤0.01% 820
2018
Q1 		$4K Buy
+156
New +$5.3K ﹤0.01% 778

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Gravity Asset Management's FHI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 2 shares — an estimated $90 sold.

Financial Gravity Asset Management first reported a position in FHI in Q1 2018 and held it in 15 quarters. The position peaked at $33K in Q3 2021. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Federated Hermes shares in Q2 2024, an estimated $90.
  • Financial Gravity Asset Management first reported a position in Federated Hermes in Q1 2018 and held it in 15 quarters.
  • Financial Gravity Asset Management's Federated Hermes position peaked at $33K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.