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Stonebridge Capital Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Stonebridge Capital Advisors’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
2023
Q2 		– Sell
-2,381
Closed -$62.7K – 981
2023
Q1 		$62.7K Buy
+2,381
New +$61.9K 0.01% 339
2022
Q2 		– Sell
-7,393
Closed -$215K – 1055
2022
Q1 		$215K Buy
+7,393
New +$216K 0.02% 201

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 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
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Stonebridge Capital Advisors's RODM Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2023, closing a stake of 2,381 shares — an estimated $62.7K sold.

Stonebridge Capital Advisors first reported a position in RODM in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q1 2022. 118 funds tracked by Wall St. Rank hold RODM as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 2,381 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2023, an estimated $62.7K.
  • Stonebridge Capital Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q1 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $215K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.