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Summit Wealth Partners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Summit Wealth Partners’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
2021
Q1 		– Sell
-8,534
Closed -$242K – 150
2020
Q4 		$242K Sell
8,534
-18,495
-68% -$503K 0.07% 128
2020
Q3 		$700K Buy
27,029
+1,766
+7% +$45.6K 0.21% 70
2020
Q2 		$622K Buy
+25,263
New +$599K 0.2% 76

Other funds holding RODM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Summit Wealth Partners's RODM Position: Q1 2021 in Review

Summit Wealth Partners sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2021, closing a stake of 8,534 shares — an estimated $242K sold.

Summit Wealth Partners first reported a position in RODM in Q2 2020 and held it in 3 quarters. The position peaked at $700K in Q3 2020. 136 funds tracked by Wall St. Rank hold RODM as of Q1 2021.

  • Summit Wealth Partners reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth Partners sold 8,534 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2021, an estimated $242K.
  • Summit Wealth Partners first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and held it in 3 quarters.
  • Summit Wealth Partners's Hartford Multifactor Developed Markets ex-US ETF position peaked at $700K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2021.

Based on Summit Wealth Partners's 13F filing for Q1 2021, filed 10 Sep 2024.