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Prestige Wealth Management Group’s Federated Hermes FHI Stock Holding History

Prestige Wealth Management Group’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
-66
Closed -$2.24K – 1044
2023
Q3 		$2.24K Buy
+66
New +$2.27K ﹤0.01% 713
2021
Q1 		– Sell
-12
Closed – – 975
2020
Q4 		$0 Buy
+12
New +$319 ﹤0.01% 966

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

Prestige Wealth Management Group's FHI Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Federated Hermes (FHI) in Q4 2023, closing a stake of 66 shares — an estimated $2.24K sold.

Prestige Wealth Management Group first reported a position in FHI in Q4 2020 and held it in 2 quarters. The position peaked at $2.24K in Q3 2023. 322 funds tracked by Wall St. Rank hold FHI as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining Federated Hermes position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 66 Federated Hermes shares in Q4 2023, an estimated $2.24K.
  • Prestige Wealth Management Group first reported a position in Federated Hermes in Q4 2020 and held it in 2 quarters.
  • Prestige Wealth Management Group's Federated Hermes position peaked at $2.24K in Q3 2023.
  • 322 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.