Atlas Private Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Atlas Private Wealth Advisors’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10	Closed	-$395	–	767
2021 Q2	$0	Sell	10 -33	-77%	-$1.3K	﹤0.01%	829
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	737
2020 Q4	$1K	Buy	+43	New	+$1.39K	﹤0.01%	710

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atlas Private Wealth Advisors's FNDC Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2021, closing a stake of 10 shares — an estimated $395 sold.

Atlas Private Wealth Advisors first reported a position in FNDC in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 166 funds tracked by Wall St. Rank hold FNDC as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 10 Schwab Fundamental International Small Company Index ETF shares in Q3 2021, an estimated $395.
Atlas Private Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2020 and held it in 3 quarters.
Atlas Private Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $2K in Q1 2021.
166 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.