PTC
ROUS icon

Private Trust Company’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

Private Trust Company’s Portfolio ROUS Stock Details ROUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-331
Closed -$13K – 2358
2022
Q4 		$13K Sell
331
-5,763
-95% -$223K ﹤0.01% 1464
2022
Q3 		$215K Sell
6,094
-35
-0.6% -$1.36K 0.03% 462
2022
Q2 		$230K Buy
+6,129
New +$243K 0.04% 452

Other funds holding ROUS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Private Trust Company's ROUS Position: Q1 2023 in Review

Private Trust Company sold out of Hartford Multifactor US Equity ETF (ROUS) in Q1 2023, closing a stake of 331 shares — an estimated $13K sold.

Private Trust Company first reported a position in ROUS in Q2 2022 and held it in 3 quarters. The position peaked at $230K in Q2 2022. 45 funds tracked by Wall St. Rank hold ROUS as of Q1 2023.

  • Private Trust Company reported no remaining Hartford Multifactor US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Private Trust Company sold 331 Hartford Multifactor US Equity ETF shares in Q1 2023, an estimated $13K.
  • Private Trust Company first reported a position in Hartford Multifactor US Equity ETF in Q2 2022 and held it in 3 quarters.
  • Private Trust Company's Hartford Multifactor US Equity ETF position peaked at $230K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.