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

FSB Premier 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
2022
Q1 		– Sell
-1,592
Closed -$47K – 433
2021
Q4 		$47K Buy
+1,592
New +$48.3K 0.02% 241

Other funds holding RODM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FSB Premier Wealth Management's RODM Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2022, closing a stake of 1,592 shares — an estimated $47K sold.

FSB Premier Wealth Management first reported a position in RODM in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 141 funds tracked by Wall St. Rank hold RODM as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,592 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2022, an estimated $47K.
  • FSB Premier Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $47K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.