Vivid Financial Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Vivid Financial 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
2021 Q4	$417K	Sell	13,853 -1,092	-7%	-$33.1K	0.16%	74
2021 Q3	$450K	Sell	14,945 -9,940	-40%	-$309K	0.18%	69
2021 Q2	$764K	Sell	24,885 -1,598	-6%	-$49.6K	0.31%	46
2021 Q1	$787K	Sell	26,483 -90,603	-77%	-$2.64M	0.36%	38
2020 Q4	$3.31M	Sell	117,086 -118,174	-50%	-$3.21M	1.6%	16
2020 Q3	$6.09M	Sell	235,260 -2,375	-1%	-$61.4K	3.74%	7
2020 Q2	$5.85M	Buy	+237,635	New	+$5.64M	3.65%	8

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Vivid Financial Management's RODM Position: Q4 2021 in Review

Vivid Financial Management reduced its Hartford Multifactor Developed Markets ex-US ETF (RODM) stake by 7.3% in Q4 2021, selling an estimated $33.1K and leaving 13,853 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #74.

Vivid Financial Management first reported a position in RODM in Q2 2020 and has held it in 7 quarters since. The position peaked at $6.09M in Q3 2020. 136 funds tracked by Wall St. Rank hold RODM as of Q4 2021.

Vivid Financial Management held 13,853 shares of Hartford Multifactor Developed Markets ex-US ETF worth $417K as of Q4 2021.
Vivid Financial Management sold 1,092 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2021, an estimated $33.1K.
Hartford Multifactor Developed Markets ex-US ETF made up 0.16% of Vivid Financial Management's portfolio in Q4 2021, its #74 holding.
Vivid Financial Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q2 2020 and has held it in 7 quarters since.
Vivid Financial Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $6.09M in Q3 2020.
136 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.