Moisand Fitzgerald Tamayo’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio QMOM Stock Details QMOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33	Closed	-$1.42K	–	786
2023 Q3	$1.42K	Hold	33	–	–	﹤0.01%	607
2023 Q2	$1.53K	Hold	33	–	–	﹤0.01%	595
2023 Q1	$1.49K	Hold	33	–	–	﹤0.01%	609
2022 Q4	$1.52K	Hold	33	–	–	﹤0.01%	605
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	640
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	544
2022 Q1	$2K	Hold	33	–	–	﹤0.01%	404
2021 Q4	$2K	Hold	33	–	–	﹤0.01%	349
2021 Q3	$2K	Sell	33 -120	-78%	-$5.99K	﹤0.01%	338
2021 Q2	$8K	Hold	153	–	–	﹤0.01%	286
2021 Q1	$8K	Buy	+153	New	+$8.72K	﹤0.01%	236

Other funds holding QMOM

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q4 2023, closing a stake of 33 shares — an estimated $1.42K sold.

Moisand Fitzgerald Tamayo first reported a position in QMOM in Q1 2021 and held it in 11 quarters. The position peaked at $8K in Q2 2021. 36 funds tracked by Wall St. Rank hold QMOM as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 33 Alpha Architect US Quantitative Momentum ETF shares in Q4 2023, an estimated $1.42K.
Moisand Fitzgerald Tamayo first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2021 and held it in 11 quarters.
Moisand Fitzgerald Tamayo's Alpha Architect US Quantitative Momentum ETF position peaked at $8K in Q2 2021.
36 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q4 2023.

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