Accredited Investors Inc. Schwab Fundamental U S Small C Transaction History

Accredited Investors Inc.

  • $1.55 Billion
  • Q2 2024

A detailed history of Accredited Investors Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Accredited Investors Inc. holds 280,829 shares of FNDA stock, worth $8.36 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
280,829
Previous 283,687 1.01%
Holding current value
$8.36 Million
Previous $16.2 Million 4.67%
% of portfolio
1.0%
Previous 1.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$52.82 - $57.21 $150,959 - $163,506
-2,858 Reduced 1.01%
280,829 $15.4 Million
Q1 2024

May 14, 2024
BUY
$52.35 - $57.03 $2.14 Million - $2.33 Million
40,908 Added 16.85%
283,687 $16.2 Million
Q4 2023

Feb 07, 2024
BUY
$44.98 - $56.11 $1.85 Million - $2.3 Million
41,073 Added 20.36%
242,779 $13.4 Million
Q3 2023

Nov 07, 2023
BUY
$47.76 - $53.58 $1.9 Million - $2.13 Million
39,790 Added 24.57%
201,706 $9.78 Million
Q2 2023

Aug 03, 2023
BUY
$46.06 - $50.45 $4.19 Million - $4.59 Million
90,946 Added 128.15%
161,916 $8.17 Million
Q1 2023

Apr 24, 2023
BUY
$46.21 - $53.63 $2.71 Million - $3.15 Million
58,701 Added 478.45%
70,970 $3.45 Million
Q4 2022

Feb 07, 2023
BUY
$43.53 - $50.11 $318,900 - $367,105
7,326 Added 148.21%
12,269 $573,000
Q3 2022

Nov 08, 2022
BUY
$42.52 - $52.23 $4,592 - $5,640
108 Added 2.23%
4,943 $210,000
Q2 2022

Jul 21, 2022
BUY
$44.28 - $53.81 $214,093 - $260,171
4,835 New
4,835 $219,000

Others Institutions Holding FNDA

# of Institutions
414
Shares Held
120M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Accredited Investors Inc. Portfolio

Follow Accredited Investors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Investors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email