Congress Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Congress Wealth Management’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	-10,176	Closed	-$268K	–	572
2023 Q1	$268K	Sell	10,176 -5,487	-35%	-$143K	0.01%	499
2022 Q4	$388K	Sell	15,663 -74,971	-83%	-$1.79M	0.01%	440
2022 Q3	$1.97M	Sell	90,634 -1,637	-2%	-$40.1K	0.05%	273
2022 Q2	$2.3M	Sell	92,271 -7,889	-8%	-$215K	0.06%	268
2022 Q1	$2.92M	Sell	100,160 -8,283	-8%	-$242K	0.06%	268
2021 Q4	$3.27M	Buy	+108,443	New	+$3.29M	0.07%	269

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 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 $1.66T AUM 25.57% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

Congress Wealth Management's RODM Position: Q2 2023 in Review

Congress Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2023, closing a stake of 10,176 shares — an estimated $268K sold.

Congress Wealth Management first reported a position in RODM in Q4 2021 and held it in 6 quarters. The position peaked at $3.27M in Q4 2021. 118 funds tracked by Wall St. Rank hold RODM as of Q2 2023.

Congress Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
Congress Wealth Management sold 10,176 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2023, an estimated $268K.
Congress Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 6 quarters.
Congress Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3.27M in Q4 2021.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.