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Patriot Investment Management Group’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

Patriot Investment Management Group’s Portfolio FNDE Stock Details FNDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-88
Closed -$2.4K – 278
2022
Q4 		$2.4K Buy
+88
New +$2.16K ﹤0.01% 386
2020
Q3 		– Sell
-62
Closed -$1.45K – 355
2020
Q2 		$1.45K Buy
+62
New +$1.39K ﹤0.01% 649

Other funds holding FNDE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Patriot Investment Management Group's FNDE Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2023, closing a stake of 88 shares — an estimated $2.4K sold.

Patriot Investment Management Group first reported a position in FNDE in Q2 2020 and held it in 2 quarters. The position peaked at $2.4K in Q4 2022. 278 funds tracked by Wall St. Rank hold FNDE as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 88 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2023, an estimated $2.4K.
  • Patriot Investment Management Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $2.4K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.