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Bogart Wealth LLC’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Bogart Wealth LLC’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
2021
Q3 		– Sell
-122
Closed -$4K – 761
2021
Q2 		$4K Buy
+122
New +$3.78K ﹤0.01% 544

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bogart Wealth LLC's RODM Position: Q3 2021 in Review

Bogart Wealth LLC sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2021, closing a stake of 122 shares — an estimated $4K sold.

Bogart Wealth LLC first reported a position in RODM in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 129 funds tracked by Wall St. Rank hold RODM as of Q3 2021.

  • Bogart Wealth LLC reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 122 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2021, an estimated $4K.
  • Bogart Wealth LLC first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2021 and held it in 1 quarter.
  • Bogart Wealth LLC's Hartford Multifactor Developed Markets ex-US ETF position peaked at $4K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2021.

Based on Bogart Wealth LLC's 13F filing for Q3 2021, filed 15 Oct 2021.