TFC Financial Management’s Hartford Multifactor US Equity ETF ROUS Stock Holding History

TFC Financial Management’s Portfolio ROUS Stock Details ROUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$18K	–	559
2022 Q3	$18K	Buy	+500	New	+$19.4K	0.01%	257
2021 Q3	–	Sell	-750	Closed	-$30K	–	594
2021 Q2	$30K	Buy	+750	New	+$29.6K	0.01%	233

Other funds holding ROUS

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFC Financial Management's ROUS Position: Q4 2022 in Review

TFC Financial Management sold out of Hartford Multifactor US Equity ETF (ROUS) in Q4 2022, closing a stake of 500 shares — an estimated $18K sold.

TFC Financial Management first reported a position in ROUS in Q2 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 46 funds tracked by Wall St. Rank hold ROUS as of Q4 2022.

TFC Financial Management reported no remaining Hartford Multifactor US Equity ETF position as of Q4 2022 after selling out during the quarter.
TFC Financial Management sold 500 Hartford Multifactor US Equity ETF shares in Q4 2022, an estimated $18K.
TFC Financial Management first reported a position in Hartford Multifactor US Equity ETF in Q2 2021 and held it in 2 quarters.
TFC Financial Management's Hartford Multifactor US Equity ETF position peaked at $30K in Q2 2021.
46 funds tracked by Wall St. Rank held Hartford Multifactor US Equity ETF as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.