Lake Point Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Lake Point 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
2021 Q3	–	Sell	-1,000	Closed	-$33K	–	420
2021 Q2	$33K	Buy	+1,000	New	+$33.6K	0.02%	87

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CSIA

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EWA

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Lake Point Wealth Management's FNDF Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2021, closing a stake of 1,000 shares — an estimated $33K sold.

Lake Point Wealth Management first reported a position in FNDF in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 333 funds tracked by Wall St. Rank hold FNDF as of Q3 2021.

Lake Point Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 1,000 Schwab Fundamental International Large Company Index ETF shares in Q3 2021, an estimated $33K.
Lake Point Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2021 and held it in 1 quarter.
Lake Point Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $33K in Q2 2021.
333 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.