Hoey Investments’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Hoey Investments’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 Q4	–	Sell	-939	Closed	-$24.1K	–	373
2023 Q3	$24.1K	Hold	939	–	–	0.01%	160
2023 Q2	$24.7K	Hold	939	–	–	0.01%	161
2023 Q1	$24.7K	Hold	939	–	–	0.01%	167
2022 Q4	$23.3K	Hold	939	–	–	0.01%	167
2022 Q3	$20K	Hold	939	–	–	0.01%	191
2022 Q2	$23K	Hold	939	–	–	0.01%	152
2022 Q1	$27K	Hold	939	–	–	0.01%	130
2021 Q4	$28K	Hold	939	–	–	0.01%	127
2021 Q3	$28K	Hold	939	–	–	0.01%	126
2021 Q2	$29K	Hold	939	–	–	0.01%	130
2021 Q1	$28K	Sell	939 -57	-6%	-$1.66K	0.01%	135
2020 Q4	$28K	Buy	+996	New	+$27.1K	0.01%	106

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

Hoey Investments's RODM Position: Q4 2023 in Review

Hoey Investments sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2023, closing a stake of 939 shares — an estimated $24.1K sold.

Hoey Investments first reported a position in RODM in Q4 2020 and held it in 12 quarters. The position peaked at $29K in Q2 2021. 116 funds tracked by Wall St. Rank hold RODM as of Q4 2023.

Hoey Investments reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 939 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2023, an estimated $24.1K.
Hoey Investments first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 12 quarters.
Hoey Investments's Hartford Multifactor Developed Markets ex-US ETF position peaked at $29K in Q2 2021.
116 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.