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

Prestige Wealth 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
2022 Q1	–	Sell	-13	Closed	–	–	999
2021 Q4	$0	Buy	+13	New	+$416	﹤0.01%	1010
2020 Q1	–	Sell	-10,247	Closed	-$306K	–	940
2019 Q4	$306K	Sell	10,247 -566	-5%	-$16.3K	0.17%	92
2019 Q3	$296K	Hold	10,813	–	–	0.17%	90
2019 Q2	$311K	Sell	10,813 -1,102	-9%	-$30.8K	0.19%	85
2019 Q1	$330K	Sell	11,915 -2,090	-15%	-$58K	0.2%	91
2018 Q4	$362K	Buy	+14,005	New	+$379K	0.27%	69

Other funds holding FNDE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Prestige Wealth Management Group's FNDE Position: Q1 2022 in Review

Prestige Wealth Management Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2022, closing a stake of 13 shares.

Prestige Wealth Management Group first reported a position in FNDE in Q4 2018 and held it in 6 quarters. The position peaked at $362K in Q4 2018. 259 funds tracked by Wall St. Rank hold FNDE as of Q1 2022.

Prestige Wealth Management Group reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 13 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2022.
Prestige Wealth Management Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2018 and held it in 6 quarters.
Prestige Wealth Management Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $362K in Q4 2018.
259 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q1 2022.

Based on Prestige Wealth Management Group's 13F filing for Q1 2022, filed 5 May 2022.