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Mutual Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Mutual Advisors’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
-8,707
Closed -$223K – 1062
2023
Q3 		$223K Hold
8,707
– – 0.01% 881
2023
Q2 		$229K Sell
8,707
-149
-2% -$3.98K 0.01% 901
2023
Q1 		$233K Sell
8,856
-10,315
-54% -$268K 0.01% 867
2022
Q4 		$475K Buy
+19,171
New +$458K 0.02% 603
2022
Q1 		– Sell
-7,254
Closed -$218K – 922
2021
Q4 		$218K Sell
7,254
-1,776
-20% -$53.9K 0.01% 824
2021
Q3 		$272K Sell
9,030
-2,348
-21% -$73.1K 0.02% 739
2021
Q2 		$349K Sell
11,378
-5,606
-33% -$174K 0.02% 642
2021
Q1 		$504K Sell
16,984
-10,863
-39% -$316K 0.03% 482
2020
Q4 		$788K Buy
27,847
+4,964
+22% +$135K 0.06% 369
2020
Q3 		$592K Buy
22,883
+7,704
+51% +$199K 0.05% 387
2020
Q2 		$374K Buy
+15,179
New +$360K 0.04% 455
2019
Q3 		– Sell
-7,179
Closed -$202K – 591
2019
Q2 		$202K Buy
+7,179
New +$202K 0.03% 530

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mutual Advisors's RODM Position: Q4 2023 in Review

Mutual Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2023, closing a stake of 8,707 shares — an estimated $223K sold.

Mutual Advisors first reported a position in RODM in Q2 2019 and held it in 12 quarters. The position peaked at $788K in Q4 2020. 116 funds tracked by Wall St. Rank hold RODM as of Q4 2023.

  • Mutual Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 8,707 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2023, an estimated $223K.
  • Mutual Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2019 and held it in 12 quarters.
  • Mutual Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $788K in Q4 2020.
  • 116 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.