Patriot Financial Group Insurance Agency’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Patriot Financial Group Insurance Agency’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	-2,800	Closed	-$84K	–	2213
2021 Q4	$84K	Sell	2,800 -3,200	-53%	-$97.1K	0.01%	695
2021 Q3	$181K	Sell	6,000 -951	-14%	-$29.6K	0.03%	469
2021 Q2	$213K	Sell	6,951 -2,827	-29%	-$87.7K	0.04%	418
2021 Q1	$290K	Sell	9,778 -17,916	-65%	-$522K	0.07%	301
2020 Q4	$784K	Sell	27,694 -15,993	-37%	-$435K	0.2%	113
2020 Q3	$1.13M	Buy	43,687 +10,732	+33%	+$277K	0.37%	51
2020 Q2	$811K	Buy	+32,955	New	+$782K	0.31%	75

Other funds holding RODM

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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 $2.17B AUM 27.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RODM Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2022, closing a stake of 2,800 shares — an estimated $84K sold.

Patriot Financial Group Insurance Agency first reported a position in RODM in Q2 2020 and held it in 7 quarters. The position peaked at $1.13M in Q3 2020. 141 funds tracked by Wall St. Rank hold RODM as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,800 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2022, an estimated $84K.
Patriot Financial Group Insurance Agency first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Hartford Multifactor Developed Markets ex-US ETF position peaked at $1.13M in Q3 2020.
141 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.