Ellevest Inc’s Frontdoor FTDR Stock Holding History

Ellevest Inc’s Portfolio FTDR Stock Details FTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-254	Closed	-$7.08K	–	838
2023 Q1	$7.08K	Sell	254 -24	-9%	-$634	﹤0.01%	1121
2022 Q4	$5.78K	Buy	278 +158	+132%	+$3.47K	﹤0.01%	1152
2022 Q3	$2K	Buy	+120	New	+$2.94K	﹤0.01%	1337
2022 Q1	–	Sell	-14	Closed	-$1K	–	1495
2021 Q4	$1K	Buy	+14	New	+$532	﹤0.01%	1274

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Candlestick Capital Management Greenwich, Connecticut $2.58B AUM 50.27% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return