Sage Mountain Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Sage Mountain 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
2024 Q1	–	Sell	-63	Closed	-$2.13K	–	414
2023 Q4	$2.13K	Hold	63	–	–	﹤0.01%	348
2023 Q3	$2K	Hold	63	–	–	﹤0.01%	352
2023 Q2	$2.03K	Buy	+63	New	+$2.01K	﹤0.01%	345
2022 Q1	–	Sell	-213	Closed	-$7K	–	651
2021 Q4	$7K	Buy	+213	New	+$7.03K	﹤0.01%	677

Other funds holding FNDF

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Sage Mountain Advisors's FNDF Position: Q1 2024 in Review

Sage Mountain Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2024, closing a stake of 63 shares — an estimated $2.13K sold.

Sage Mountain Advisors first reported a position in FNDF in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 522 funds tracked by Wall St. Rank hold FNDF as of Q1 2024.

Sage Mountain Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
Sage Mountain Advisors sold 63 Schwab Fundamental International Large Company Index ETF shares in Q1 2024, an estimated $2.13K.
Sage Mountain Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and held it in 4 quarters.
Sage Mountain Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $7K in Q4 2021.
522 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.