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

Sonora 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
-9,462
Closed -$234K – 278
2022
Q4 		$234K Buy
+9,462
New +$232K 0.02% 234

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 $1.32B AUM 20.39% 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 $3.51B AUM 13.98% 1-Year Est. Return

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

Sonora Investment Management Group sold out of Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) in Q1 2023, closing a stake of 9,462 shares — an estimated $234K sold.

Sonora Investment Management Group first reported a position in FNDE in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 278 funds tracked by Wall St. Rank hold FNDE as of Q1 2023.

  • Sonora 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.
  • Sonora Investment Management Group sold 9,462 Schwab Fundamental Emerging Markets Large Company Index ETF shares in Q1 2023, an estimated $234K.
  • Sonora Investment Management Group first reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Sonora Investment Management Group's Schwab Fundamental Emerging Markets Large Company Index ETF position peaked at $234K 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 Sonora Investment Management Group's 13F filing for Q1 2023, filed 12 May 2023.