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Foresight Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Foresight Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,200
Closed -$205K – 111
2019
Q4 		$205K Buy
+10,200
New +$198K 0.13% 94

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MWP
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YAL
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COF
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AFA
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LNC
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Foresight Wealth Management's FNDA Position: Q1 2020 in Review

Foresight Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2020, closing a stake of 10,200 shares — an estimated $205K sold.

Foresight Wealth Management first reported a position in FNDA in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 155 funds tracked by Wall St. Rank hold FNDA as of Q1 2020.

  • Foresight Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 10,200 Schwab Fundamental US Small Company Index ETF shares in Q1 2020, an estimated $205K.
  • Foresight Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Foresight Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $205K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.