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RODM icon

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

TCWP’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
-10,182
Closed -$296K – 1424
2022
Q1 		$296K Sell
10,182
-3,321
-25% -$97.1K 0.05% 222
2021
Q4 		$406K Buy
+13,503
New +$410K 0.08% 170

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

TCWP's RODM Position: Q2 2022 in Review

TCWP sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q2 2022, closing a stake of 10,182 shares — an estimated $296K sold.

TCWP first reported a position in RODM in Q4 2021 and held it in 2 quarters. The position peaked at $406K in Q4 2021. 125 funds tracked by Wall St. Rank hold RODM as of Q2 2022.

  • TCWP reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 10,182 Hartford Multifactor Developed Markets ex-US ETF shares in Q2 2022, an estimated $296K.
  • TCWP first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2021 and held it in 2 quarters.
  • TCWP's Hartford Multifactor Developed Markets ex-US ETF position peaked at $406K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.