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Lake Street Advisors Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Lake Street Advisors Group’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
-19,411
Closed -$585K – 317
2021
Q4 		$585K Buy
+19,411
New +$589K 0.04% 164

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

Lake Street Advisors Group's RODM Position: Q1 2022 in Review

Lake Street Advisors Group sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2022, closing a stake of 19,411 shares — an estimated $585K sold.

Lake Street Advisors Group first reported a position in RODM in Q4 2021 and held it in 1 quarter. The position peaked at $585K in Q4 2021. 141 funds tracked by Wall St. Rank hold RODM as of Q1 2022.

  • Lake Street Advisors Group reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • Lake Street Advisors Group sold 19,411 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2022, an estimated $585K.
  • Lake Street Advisors Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 1 quarter.
  • Lake Street Advisors Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $585K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2022.

Based on Lake Street Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.