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Sageworth Trust’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-1,656
Closed -$48K – 420
2022
Q1 		$48K Hold
1,656
– – ﹤0.01% 99
2021
Q4 		$50K Buy
+1,656
New +$50.3K ﹤0.01% 105

Other funds holding RODM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Sageworth Trust's RODM Position: Q2 2022 in Review

Sageworth Trust sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2022, closing a stake of 1,656 shares — an estimated $48K sold.

Sageworth Trust first reported a position in RODM in Q4 2021 and held it in 2 quarters. The position peaked at $50K in Q4 2021. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

  • Sageworth Trust reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Sageworth Trust sold 1,656 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $48K.
  • Sageworth Trust first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 2 quarters.
  • Sageworth Trust's Hartford Multifactor Developed Markets ex-US ETF position peaked at $50K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on Sageworth Trust's 13F filing for Q2 2022, filed 28 Jul 2022.