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Gladstone Institutional Advisory’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-11,398
Closed -$313K – 702
2023
Q4 		$313K Sell
11,398
-280
-2% -$7.28K 0.02% 514
2023
Q3 		$300K Sell
11,678
-1,152
-9% -$30.3K 0.02% 494
2023
Q2 		$338K Sell
12,830
-786
-6% -$21K 0.02% 495
2023
Q1 		$359K Sell
13,616
-1,602
-11% -$41.6K 0.02% 481
2022
Q4 		$377K Sell
15,218
-6,369
-30% -$152K 0.03% 457
2022
Q3 		$469K Sell
21,587
-5,607
-21% -$137K 0.04% 406
2022
Q2 		$677K Sell
27,194
-2,231
-8% -$60.9K 0.05% 345
2022
Q1 		$857K Sell
29,425
-26,368
-47% -$771K 0.06% 326
2021
Q4 		$1.68M Sell
55,793
-4,135
-7% -$125K 0.13% 209
2021
Q3 		$1.8M Buy
59,928
+1,816
+3% +$56.5K 0.18% 152
2021
Q2 		$1.78M Buy
58,112
+2,397
+4% +$74.4K 0.21% 119
2021
Q1 		$1.66M Buy
55,715
+1,672
+3% +$48.7K 0.26% 98
2020
Q4 		$1.53M Sell
54,043
-177
-0.3% -$4.81K 0.3% 76
2020
Q3 		$1.4M Buy
54,220
+3,814
+8% +$98.6K 0.34% 67
2020
Q2 		$1.24M Sell
50,406
-1,515
-3% -$35.9K 0.32% 74
2020
Q1 		$1.14M Sell
51,921
-1,570
-3% -$42K 0.3% 75
2019
Q4 		$1.57M Buy
53,491
+3,938
+8% +$113K 0.39% 58
2019
Q3 		$1.38M Sell
49,553
-3,623
-7% -$100K 0.35% 59
2019
Q2 		$1.5M Buy
53,176
+19,133
+56% +$539K 0.46% 48
2019
Q1 		$959K Sell
34,043
-1,901
-5% -$52.4K 0.35% 63
2018
Q4 		$927K Buy
+35,944
New +$971K 0.54% 42

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gladstone Institutional Advisory's RODM Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2024, closing a stake of 11,398 shares — an estimated $313K sold.

Gladstone Institutional Advisory first reported a position in RODM in Q4 2018 and held it in 21 quarters. The position peaked at $1.8M in Q3 2021. 114 funds tracked by Wall St. Rank hold RODM as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,398 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2024, an estimated $313K.
  • Gladstone Institutional Advisory first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2018 and held it in 21 quarters.
  • Gladstone Institutional Advisory's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.8M in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.