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Burt Wealth Advisors’s Schneider National SNDR Stock Holding History

Burt 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
Q1 		– Sell
-44
Closed -$1K – 310
2020
Q4 		$1K Hold
44
– – ﹤0.01% 376
2020
Q3 		$1K Hold
44
– – ﹤0.01% 382
2020
Q2 		$1K Buy
+44
New +$968 ﹤0.01% 391

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Burt Wealth Advisors's SNDR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Schneider National (SNDR) in Q1 2021, closing a stake of 44 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in SNDR in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 201 funds tracked by Wall St. Rank hold SNDR as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Schneider National position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 44 Schneider National shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Schneider National in Q2 2020 and held it in 3 quarters.
  • Burt Wealth Advisors's Schneider National position peaked at $1K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Schneider National as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.