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

Avior Wealth Management’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
Q4 		– Sell
-11
Closed – – 1323
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1271
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1203
2022
Q1 		$0 Hold
11
– – ﹤0.01% 1216
2021
Q4 		$0 Sell
11
-14
-56% -$425 ﹤0.01% 1206
2021
Q3 		$0 Hold
25
– – ﹤0.01% 1164
2021
Q2 		$0 Sell
25
-813
-97% -$25.2K ﹤0.01% 1121
2021
Q1 		$24K Buy
+838
New +$24.4K ﹤0.01% 628

Other funds holding RODM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avior Wealth Management's RODM Position: Q4 2022 in Review

Avior Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2022, closing a stake of 11 shares.

Avior Wealth Management first reported a position in RODM in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2021. 127 funds tracked by Wall St. Rank hold RODM as of Q4 2022.

  • Avior Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 11 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2022.
  • Avior Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and held it in 7 quarters.
  • Avior Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $24K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.