Avior Wealth Management’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-2,080	Closed	-$57.7K	–	2795
2024 Q1	$57.7K	Buy	+2,080	New	+$56.1K	﹤0.01%	1190
2022 Q1	–	Sell	-27	Closed	–	–	1144
2021 Q4	$0	Sell	27 -594	-96%	-$19K	﹤0.01%	1134
2021 Q3	$20K	Buy	+621	New	+$19.8K	﹤0.01%	663

Other funds holding FNDE

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Avior Wealth Management's FNDE Position: Q2 2024 in Review

Avior Wealth Management sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2024, closing a stake of 2,080 shares — an estimated $57.7K sold.

Avior Wealth Management first reported a position in FNDE in Q3 2021 and held it in 3 quarters. The position peaked at $57.7K in Q1 2024. 316 funds tracked by Wall St. Rank hold FNDE as of Q2 2024.

Avior Wealth Management reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 2,080 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2024, an estimated $57.7K.
Avior Wealth Management first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q3 2021 and held it in 3 quarters.
Avior Wealth Management's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $57.7K in Q1 2024.
316 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.