Concourse Financial Group Securities’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Concourse Financial Group Securities’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 Q2	–	Sell	-790	Closed	-$21.1K	–	2438
2023 Q1	$20.8K	Sell	790 -575	-42%	-$14.9K	﹤0.01%	1447
2022 Q4	$33.8K	Hold	1,365	–	–	﹤0.01%	1250
2022 Q3	$30K	Hold	1,365	–	–	﹤0.01%	1153
2022 Q2	$34K	Hold	1,365	–	–	﹤0.01%	1246
2022 Q1	$40K	Hold	1,365	–	–	﹤0.01%	1224
2021 Q4	$41K	Hold	1,365	–	–	﹤0.01%	1368
2021 Q3	$41K	Hold	1,365	–	–	﹤0.01%	1395
2021 Q2	$42K	Hold	1,365	–	–	﹤0.01%	1379
2021 Q1	$41K	Hold	1,365	–	–	﹤0.01%	1295
2020 Q4	$39K	Hold	1,365	–	–	﹤0.01%	1229
2020 Q3	$35K	Hold	1,365	–	–	﹤0.01%	1186
2020 Q2	$34K	Hold	1,365	–	–	﹤0.01%	1107
2020 Q1	$30K	Buy	+1,365	New	+$36.5K	﹤0.01%	1091
2019 Q4	–	Sell	-984	Closed	-$28.3K	–	2125
2019 Q3	$27K	Buy	984 +38	+4%	+$1.05K	0.01%	857
2019 Q2	$27K	Buy	+946	New	+$26.7K	﹤0.01%	1130

Other funds holding RODM

Cerity Partners New York $82.7B AUM 28.53% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Concourse Financial Group Securities's RODM Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2023, closing a stake of 790 shares — an estimated $21.1K sold.

Concourse Financial Group Securities first reported a position in RODM in Q2 2019 and held it in 15 quarters. The position peaked at $42K in Q2 2021. 118 funds tracked by Wall St. Rank hold RODM as of Q2 2023.

Concourse Financial Group Securities reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 790 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2023, an estimated $21.1K.
Concourse Financial Group Securities first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2019 and held it in 15 quarters.
Concourse Financial Group Securities's Hartford Multifactor Developed Markets ex-US ETF position peaked at $42K in Q2 2021.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.