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Claris Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Claris Advisors’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
2023
Q4 		– Sell
-8,765
Closed -$225K – 55
2023
Q3 		$225K Buy
+8,765
New +$231K 0.14% 42

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Claris Advisors's RODM Position: Q4 2023 in Review

Claris Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2023, closing a stake of 8,765 shares — an estimated $225K sold.

Claris Advisors first reported a position in RODM in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 116 funds tracked by Wall St. Rank hold RODM as of Q4 2023.

  • Claris Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Claris Advisors sold 8,765 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2023, an estimated $225K.
  • Claris Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2023 and held it in 1 quarter.
  • Claris Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $225K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2023.

Based on Claris Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.