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Beacon Pointe Advisors’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Beacon Pointe Advisors’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
2022
Q2 		– Sell
-31,630
Closed -$735K – 1192
2022
Q1 		$735K Buy
+31,630
New +$749K 0.01% 698

Other funds holding ROAM

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Pointe Advisors's ROAM Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2022, closing a stake of 31,630 shares — an estimated $735K sold.

Beacon Pointe Advisors first reported a position in ROAM in Q1 2022 and held it in 1 quarter. The position peaked at $735K in Q1 2022. 19 funds tracked by Wall St. Rank hold ROAM as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 31,630 Hartford Multifactor Emerging Markets ETF shares in Q2 2022, an estimated $735K.
  • Beacon Pointe Advisors first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Hartford Multifactor Emerging Markets ETF position peaked at $735K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.