Smith Salley Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Smith Salley Wealth Management’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 Q3	–	Sell	-8,075	Closed	-$201K	–	230
2022 Q2	$201K	Hold	8,075	–	–	0.02%	218
2022 Q1	$235K	Hold	8,075	–	–	0.02%	218
2021 Q4	$243K	Hold	8,075	–	–	0.02%	225
2021 Q3	$243K	Hold	8,075	–	–	0.02%	225
2021 Q2	$248K	Sell	8,075 -6,833	-46%	-$212K	0.02%	229
2021 Q1	$443K	Sell	14,908 -4,669	-24%	-$136K	0.04%	180
2020 Q4	$554K	Buy	+19,577	New	+$532K	0.06%	149

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 $1.15B 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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

Smith Salley Wealth Management's RODM Position: Q3 2022 in Review

Smith Salley Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2022, closing a stake of 8,075 shares — an estimated $201K sold.

Smith Salley Wealth Management first reported a position in RODM in Q4 2020 and held it in 7 quarters. The position peaked at $554K in Q4 2020. 128 funds tracked by Wall St. Rank hold RODM as of Q3 2022.

Smith Salley Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 8,075 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2022, an estimated $201K.
Smith Salley Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2020 and held it in 7 quarters.
Smith Salley Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $554K in Q4 2020.
128 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2022.

Based on Smith Salley Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.