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Arkadios Wealth Advisors’s Schneider National SNDR Stock Holding History

Arkadios Wealth Advisors’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-94
Closed -$2K – 2044
2021
Q2 		$2K Hold
94
– – ﹤0.01% 1868
2021
Q1 		$2K Hold
94
– – ﹤0.01% 1545
2020
Q4 		$1K Sell
94
-94
-50% -$2.1K ﹤0.01% 1339
2020
Q3 		$4.6K Sell
188
-112
-37% -$2.89K ﹤0.01% 859
2020
Q2 		$7.54K Buy
+300
New +$6.6K ﹤0.01% 721

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's SNDR Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Schneider National (SNDR) in Q3 2021, closing a stake of 94 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in SNDR in Q2 2020 and held it in 5 quarters. The position peaked at $7.54K in Q2 2020. 204 funds tracked by Wall St. Rank hold SNDR as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Schneider National position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 94 Schneider National shares in Q3 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Schneider National in Q2 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Schneider National position peaked at $7.54K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Schneider National as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.