Atlas Private Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-21	Closed	-$669	–	768
2021 Q2	$1K	Buy	+21	New	+$669	﹤0.01%	728

Other funds holding FNDE

CSIA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q3 2021, closing a stake of 21 shares — an estimated $669 sold.

Atlas Private Wealth Advisors first reported a position in FNDE in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 247 funds tracked by Wall St. Rank hold FNDE as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 21 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q3 2021, an estimated $669.
Atlas Private Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2021 and held it in 1 quarter.
Atlas Private Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $1K in Q2 2021.
247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q3 2021.

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