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San Luis Wealth Advisors’s Schwab Fundamental Emerging Markets Large Company Index ETF FNDE Stock Holding History

San Luis Wealth Advisors’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
Q2 		– Sell
-522
Closed -$16K – 202
2022
Q1 		$16K Buy
+522
New +$15.9K 0.01% 325

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MIS
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FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

San Luis Wealth Advisors's FNDE Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q2 2022, closing a stake of 522 shares — an estimated $16K sold.

San Luis Wealth Advisors first reported a position in FNDE in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 247 funds tracked by Wall St. Rank hold FNDE as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Schwab Fundamental Emerging Markets Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 522 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q2 2022, an estimated $16K.
  • San Luis Wealth Advisors first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $16K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Schwab Fundamental Emerging Markets Large Company Index ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.