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Fernwood Investment Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-17
Closed -$476 – 591
2024
Q1 		$476 Buy
+17
New +$465 ﹤0.01% 699

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
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
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Fernwood Investment Management's RODM Position: Q2 2024 in Review

Fernwood Investment Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2024, closing a stake of 17 shares — an estimated $476 sold.

Fernwood Investment Management first reported a position in RODM in Q1 2024 and held it in 1 quarter. The position peaked at $476 in Q1 2024. 108 funds tracked by Wall St. Rank hold RODM as of Q2 2024.

  • Fernwood Investment Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 17 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2024, an estimated $476.
  • Fernwood Investment Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $476 in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.