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IBEX Wealth Advisors’s Federated Hermes FHI Stock Holding History

IBEX Wealth 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
Q2 		– Sell
-12,389
Closed -$450K – 295
2024
Q1 		$450K Buy
+12,389
New +$435K 0.12% 94
2023
Q1 		$463K Sell
11,527
-862
-7% -$33.8K 0.12% 86
2022
Q4 		$450K Buy
+12,389
New +$435K 0.1% 134

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

IBEX Wealth Advisors's FHI Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 12,389 shares — an estimated $450K sold.

IBEX Wealth Advisors first reported a position in FHI in Q4 2022 and held it in 3 quarters. The position peaked at $463K in Q1 2023. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12,389 Federated Hermes shares in Q2 2024, an estimated $450K.
  • IBEX Wealth Advisors first reported a position in Federated Hermes in Q4 2022 and held it in 3 quarters.
  • IBEX Wealth Advisors's Federated Hermes position peaked at $463K in Q1 2023.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.