Heritage Wealth Management (Arizona)’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$85.6K	Buy	3,454 +1,656	+92%	+$39.5K	0.01%	434
2022 Q3	$39K	Sell	1,798 -400	-18%	-$9.79K	0.01%	437
2022 Q2	$54.7K	Sell	2,198 -96	-4%	-$2.62K	0.02%	405
2022 Q1	$67K	Buy	+2,294	New	+$67K	0.02%	427
2021 Q3	$165K	Sell	5,476 -3,362	-38%	-$105K	0.06%	249
2021 Q2	$271K	Sell	8,838 -9,949	-53%	-$309K	0.1%	171
2021 Q1	$558K	Buy	+18,787	New	+$547K	0.31%	66

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RODM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 92% in Q4 2022, buying an estimated $39.5K and bringing the position to 3,454 shares worth $85.6K. The position accounts for 0.01% of the portfolio, ranked #434.

Heritage Wealth Management (Arizona) first reported a position in RODM in Q1 2021 and has held it in 7 quarters since. The position peaked at $558K in Q1 2021. 127 funds tracked by Wall St. Rank hold RODM as of Q4 2022.

Heritage Wealth Management (Arizona) held 3,454 shares of Hartford Multifactor Developed Markets ex-US ETF worth $85.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,656 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2022, an estimated $39.5K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #434 holding.
Heritage Wealth Management (Arizona) first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Hartford Multifactor Developed Markets ex-US ETF position peaked at $558K in Q1 2021.
127 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.