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Optimum Investment Advisors’s Federated Hermes FHI Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-153
Closed -$5.17K – 671
2023
Q3 		$5.17K Hold
153
– – ﹤0.01% 602
2023
Q2 		$5.47K Hold
153
– – ﹤0.01% 603
2023
Q1 		$6.12K Hold
153
– – ﹤0.01% 603
2022
Q4 		$5.54K Hold
153
– – ﹤0.01% 619
2022
Q3 		$5K Hold
153
– – ﹤0.01% 650
2022
Q2 		$5K Buy
153
+2
+1% +$63 ﹤0.01% 673
2022
Q1 		$5K Buy
+151
New +$5.14K ﹤0.01% 726

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Optimum Investment Advisors's FHI Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Federated Hermes (FHI) in Q4 2023, closing a stake of 153 shares — an estimated $5.17K sold.

Optimum Investment Advisors first reported a position in FHI in Q1 2022 and held it in 7 quarters. The position peaked at $6.12K in Q1 2023. 322 funds tracked by Wall St. Rank hold FHI as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Federated Hermes position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 153 Federated Hermes shares in Q4 2023, an estimated $5.17K.
  • Optimum Investment Advisors first reported a position in Federated Hermes in Q1 2022 and held it in 7 quarters.
  • Optimum Investment Advisors's Federated Hermes position peaked at $6.12K in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.