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Bedel Financial Consulting’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-423
Closed -$12K – 736
2022
Q1 		$12K Hold
423
– – ﹤0.01% 630
2021
Q4 		$13K Hold
423
– – ﹤0.01% 647
2021
Q3 		$13K Buy
+423
New +$13.2K ﹤0.01% 626

Other funds holding RODM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Bedel Financial Consulting's RODM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2022, closing a stake of 423 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in RODM in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 423 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $12K.
  • Bedel Financial Consulting first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Hartford Multifactor Developed Markets ex-US ETF position peaked at $13K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.