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

Baker Tilly 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
2024
Q1 		– Sell
-153,048
Closed -$4.2M – 462
2023
Q4 		$4.2M Sell
153,048
-98,238
-39% -$2.55M 0.69% 23
2023
Q3 		$6.45M Sell
251,286
-4,244
-2% -$112K 1.06% 14
2023
Q2 		$6.73M Sell
255,530
-1,013
-0.4% -$27.1K 0.71% 23
2023
Q1 		$6.75M Buy
256,543
+18,359
+8% +$477K 0.76% 22
2022
Q4 		$5.9M Sell
238,184
-1,029
-0.4% -$24.6K 0.73% 23
2022
Q3 		$5.2M Buy
239,213
+15,838
+7% +$388K 0.71% 25
2022
Q2 		$5.56M Buy
223,375
+10,111
+5% +$276K 0.73% 26
2022
Q1 		$6.21M Buy
213,264
+16,245
+8% +$475K 0.69% 26
2021
Q4 		$5.93M Buy
+197,019
New +$5.98M 0.64% 29
2021
Q1 		– Sell
-10,705
Closed -$303K – 469
2020
Q4 		$303K Buy
+10,705
New +$291K 0.09% 238

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baker Tilly Wealth Management's RODM Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2024, closing a stake of 153,048 shares — an estimated $4.2M sold.

Baker Tilly Wealth Management first reported a position in RODM in Q4 2020 and held it in 10 quarters. The position peaked at $6.75M in Q1 2023. 114 funds tracked by Wall St. Rank hold RODM as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 153,048 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2024, an estimated $4.2M.
  • Baker Tilly Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 10 quarters.
  • Baker Tilly Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $6.75M in Q1 2023.
  • 114 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.