AW
RODM icon

ACG Wealth’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

ACG Wealth’s Portfolio RODM Stock Details RODM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,000
Closed -$75K – 846
2022
Q2 		$75K Buy
+3,000
New +$81.9K 0.02% 373

Other funds holding RODM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

ACG Wealth's RODM Position: Q3 2022 in Review

ACG Wealth sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2022, closing a stake of 3,000 shares — an estimated $75K sold.

ACG Wealth first reported a position in RODM in Q2 2022 and held it in 1 quarter. The position peaked at $75K in Q2 2022. 128 funds tracked by Wall St. Rank hold RODM as of Q3 2022.

  • ACG Wealth reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 3,000 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2022, an estimated $75K.
  • ACG Wealth first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Hartford Multifactor Developed Markets ex-US ETF position peaked at $75K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.