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Hexagon Capital Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hexagon Capital Partners’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
2021
Q4 		– Sell
-94
Closed -$2K – 863
2021
Q3 		$2K Hold
94
– – ﹤0.01% 757
2021
Q2 		$3K Buy
+94
New +$2.5K ﹤0.01% 687

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CGL
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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Hexagon Capital Partners's FNDA Position: Q4 2021 in Review

Hexagon Capital Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2021, closing a stake of 94 shares — an estimated $2K sold.

Hexagon Capital Partners first reported a position in FNDA in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 266 funds tracked by Wall St. Rank hold FNDA as of Q4 2021.

  • Hexagon Capital Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Hexagon Capital Partners sold 94 Schwab Fundamental US Small Company Index ETF shares in Q4 2021, an estimated $2K.
  • Hexagon Capital Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2021 and held it in 2 quarters.
  • Hexagon Capital Partners's Schwab Fundamental US Small Company Index ETF position peaked at $3K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2021.

Based on Hexagon Capital Partners's 13F filing for Q4 2021, filed 27 Jan 2022.