Lenox Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-629	Closed	-$20K	–	846
2021 Q4	$20K	Buy	629 +569	+948%	+$18.8K	﹤0.01%	395
2021 Q3	$2K	Buy	+60	New	+$1.99K	﹤0.01%	628
2021 Q1	–	Sell	-15	Closed	–	–	712
2020 Q4	$0	Hold	15	–	–	﹤0.01%	634
2020 Q3	$0	Hold	15	–	–	﹤0.01%	600
2020 Q2	$0	Hold	15	–	–	﹤0.01%	667
2020 Q1	$0	Hold	15	–	–	﹤0.01%	832
2019 Q4	$0	Hold	15	–	–	﹤0.01%	758
2019 Q3	$0	Buy	+15	New	+$407	﹤0.01%	629

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's FNDF Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2022, closing a stake of 629 shares — an estimated $20K sold.

Lenox Wealth Advisors first reported a position in FNDF in Q3 2019 and held it in 8 quarters. The position peaked at $20K in Q4 2021. 374 funds tracked by Wall St. Rank hold FNDF as of Q1 2022.

Lenox Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 629 Schwab Fundamental International Large Company Index ETF shares in Q1 2022, an estimated $20K.
Lenox Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $20K in Q4 2021.
374 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.