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

GeoWealth 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
Q1 		– Sell
-17,088
Closed -$424K – 429
2022
Q4 		$424K Buy
+17,088
New +$408K 0.04% 162

Other funds holding RODM

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

GeoWealth Management's RODM Position: Q1 2023 in Review

GeoWealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2023, closing a stake of 17,088 shares — an estimated $424K sold.

GeoWealth Management first reported a position in RODM in Q4 2022 and held it in 1 quarter. The position peaked at $424K in Q4 2022. 124 funds tracked by Wall St. Rank hold RODM as of Q1 2023.

  • GeoWealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • GeoWealth Management sold 17,088 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2023, an estimated $424K.
  • GeoWealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2022 and held it in 1 quarter.
  • GeoWealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $424K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.