Newbridge Financial Services Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Newbridge Financial Services 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
2023 Q2	–	Sell	-113	Closed	-$2.98K	–	1429
2023 Q1	$2.98K	Hold	113	–	–	﹤0.01%	1147
2022 Q4	$2.8K	Buy	113 +8	+8%	+$191	﹤0.01%	1169
2022 Q3	$2K	Buy	105 +4	+4%	+$98	﹤0.01%	1227
2022 Q2	$3K	Hold	101	–	–	﹤0.01%	1127
2022 Q1	$3K	Hold	101	–	–	﹤0.01%	1231
2021 Q4	$3K	Hold	101	–	–	﹤0.01%	1180
2021 Q3	$3K	Buy	+101	New	+$3.14K	﹤0.01%	1130

Other funds holding RODM

Cerity Partners New York $70.8B AUM 21.68% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Newbridge Financial Services Group's RODM Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2023, closing a stake of 113 shares — an estimated $2.98K sold.

Newbridge Financial Services Group first reported a position in RODM in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 118 funds tracked by Wall St. Rank hold RODM as of Q2 2023.

Newbridge Financial Services Group reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 113 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2023, an estimated $2.98K.
Newbridge Financial Services Group first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2021 and held it in 7 quarters.
Newbridge Financial Services Group's Hartford Multifactor Developed Markets ex-US ETF position peaked at $3K in Q2 2022.
118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.