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Beacon Financial Advisory’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Beacon Financial Advisory’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
2020
Q4 		– Sell
-9,015
Closed -$233K – 200
2020
Q3 		$233K Buy
+9,015
New +$233K 0.2% 148

Other funds holding RODM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
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

Beacon Financial Advisory's RODM Position: Q4 2020 in Review

Beacon Financial Advisory sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2020, closing a stake of 9,015 shares — an estimated $233K sold.

Beacon Financial Advisory first reported a position in RODM in Q3 2020 and held it in 1 quarter. The position peaked at $233K in Q3 2020. 143 funds tracked by Wall St. Rank hold RODM as of Q4 2020.

  • Beacon Financial Advisory reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,015 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2020, an estimated $233K.
  • Beacon Financial Advisory first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2020 and held it in 1 quarter.
  • Beacon Financial Advisory's Hartford Multifactor Developed Markets ex-US ETF position peaked at $233K in Q3 2020.
  • 143 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2020.

Based on Beacon Financial Advisory's 13F filing for Q4 2020, filed 25 Jan 2021.