Newman Dignan & Sheerar Inc’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Newman Dignan & Sheerar Inc’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	–	Sell	-9,955	Closed	-$216	–	198
2022 Q3	$216	Sell	9,955 -6,585	-40%	-$161K	0.03%	170
2022 Q2	$412K	Buy	+16,540	New	+$451K	0.14%	123
2020 Q1	–	Sell	-43,725	Closed	-$1.28K	–	152
2019 Q4	$1.28K	Buy	43,725 +2,809	+7%	+$80.7K	0.14%	55
2019 Q3	$1.14M	Sell	40,916 -1,690	-4%	-$46.7K	0.54%	52
2019 Q2	$1.2K	Buy	42,606 +621	+1%	+$17.5K	0.03%	51
2019 Q1	$1.18M	Buy	+41,985	New	+$1.16M	0.48%	52

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

Newman Dignan & Sheerar Inc's RODM Position: Q4 2022 in Review

Newman Dignan & Sheerar Inc sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2022, closing a stake of 9,955 shares — an estimated $216 sold.

Newman Dignan & Sheerar Inc first reported a position in RODM in Q1 2019 and held it in 6 quarters. The position peaked at $1.18M in Q1 2019. 127 funds tracked by Wall St. Rank hold RODM as of Q4 2022.

Newman Dignan & Sheerar Inc reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2022 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 9,955 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2022, an estimated $216.
Newman Dignan & Sheerar Inc first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2019 and held it in 6 quarters.
Newman Dignan & Sheerar Inc's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.18M in Q1 2019.
127 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2022.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2022, filed 20 Jan 2023.