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Allworth Financial’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Allworth Financial’s Portfolio ROAM Stock Details ROAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-675
Closed -$14.2K – 3536
2023
Q2 		$14.2K Buy
675
+11
+2% +$230 ﹤0.01% 1737
2023
Q1 		$13.6K Buy
+664
New +$13.5K ﹤0.01% 1670

Other funds holding ROAM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Allworth Financial's ROAM Position: Q3 2023 in Review

Allworth Financial sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q3 2023, closing a stake of 675 shares — an estimated $14.2K sold.

Allworth Financial first reported a position in ROAM in Q1 2023 and held it in 2 quarters. The position peaked at $14.2K in Q2 2023. 21 funds tracked by Wall St. Rank hold ROAM as of Q3 2023.

  • Allworth Financial reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Allworth Financial sold 675 Hartford Multifactor Emerging Markets ETF shares in Q3 2023, an estimated $14.2K.
  • Allworth Financial first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2023 and held it in 2 quarters.
  • Allworth Financial's Hartford Multifactor Emerging Markets ETF position peaked at $14.2K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q3 2023.

Based on Allworth Financial's 13F filing for Q3 2023, filed 31 Oct 2023.