Moisand Fitzgerald Tamayo’s Federated Hermes FHI Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-27	Closed	-$915	–	711
2023 Q3	$915	Hold	27	–	–	﹤0.01%	677
2023 Q2	$968	Hold	27	–	–	﹤0.01%	660
2023 Q1	$1.08K	Hold	27	–	–	﹤0.01%	669
2022 Q4	$980	Buy	+27	New	+$947	﹤0.01%	669

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FHI Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Federated Hermes (FHI) in Q4 2023, closing a stake of 27 shares — an estimated $915 sold.

Moisand Fitzgerald Tamayo first reported a position in FHI in Q4 2022 and held it in 4 quarters. The position peaked at $1.08K in Q1 2023. 322 funds tracked by Wall St. Rank hold FHI as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Federated Hermes position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 27 Federated Hermes shares in Q4 2023, an estimated $915.
Moisand Fitzgerald Tamayo first reported a position in Federated Hermes in Q4 2022 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Federated Hermes position peaked at $1.08K in Q1 2023.
322 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.