Cary Street Partners Investment Advisory’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q2	–	Sell	-85	Closed	-$1.74K	–	1783
2023 Q1	$1.74K	Buy	+85	New	+$1.73K	﹤0.01%	1516

Other funds holding ROAM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's ROAM Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Hartford Multifactor Emerging Markets ETF (ROAM) in Q2 2023, closing a stake of 85 shares — an estimated $1.74K sold.

Cary Street Partners Investment Advisory first reported a position in ROAM in Q1 2023 and held it in 1 quarter. The position peaked at $1.74K in Q1 2023. 18 funds tracked by Wall St. Rank hold ROAM as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining Hartford Multifactor Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 85 Hartford Multifactor Emerging Markets ETF shares in Q2 2023, an estimated $1.74K.
Cary Street Partners Investment Advisory first reported a position in Hartford Multifactor Emerging Markets ETF in Q1 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Hartford Multifactor Emerging Markets ETF position peaked at $1.74K in Q1 2023.
18 funds tracked by Wall St. Rank held Hartford Multifactor Emerging Markets ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.