Atlas Private Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-20	Closed	-$663	–	770
2021 Q2	$1K	Sell	20 -451	-96%	-$15.2K	﹤0.01%	730
2021 Q1	$15K	Hold	471	–	–	0.01%	436
2020 Q4	$14K	Buy	+471	New	+$12.8K	0.01%	388

Other funds holding FNDF

CSIA

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

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2021, closing a stake of 20 shares — an estimated $663 sold.

Atlas Private Wealth Advisors first reported a position in FNDF in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q1 2021. 333 funds tracked by Wall St. Rank hold FNDF as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 20 Schwab Fundamental International Large Company Index ETF shares in Q3 2021, an estimated $663.
Atlas Private Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2020 and held it in 3 quarters.
Atlas Private Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $15K in Q1 2021.
333 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2021.

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