HGWM
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Harvest Group Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Harvest Group Wealth Management’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
2019
Q4 		– Sell
-4
Closed – – 990
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1052
2019
Q2 		$0 Sell
4
-57
-93% -$1.58K ﹤0.01% 942
2019
Q1 		$2K Buy
+61
New +$1.65K ﹤0.01% 619

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USAA
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FM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harvest Group Wealth Management's FNDF Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2019, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in FNDF in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 233 funds tracked by Wall St. Rank hold FNDF as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4 Schwab Fundamental International Large Company Index ETF shares in Q4 2019.
  • Harvest Group Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $2K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.