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

WealthPLAN 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
2024
Q4 		– Sell
-10,529
Closed -$321K – 259
2024
Q3 		$321K Sell
10,529
-43
-0.4% -$1.25K 0.04% 224
2024
Q2 		$292K Sell
10,572
-185,100
-95% -$5.19M 0.03% 256
2024
Q1 		$5.48M Buy
195,672
+5,360
+3% +$147K 0.57% 53
2023
Q4 		$5.22M Buy
190,312
+75,887
+66% +$1.97M 0.54% 60
2023
Q3 		$2.94M Buy
114,425
+27,407
+31% +$722K 0.34% 83
2023
Q2 		$2.29M Buy
87,018
+15,315
+21% +$409K 0.32% 82
2023
Q1 		$1.89M Buy
71,703
+350
+0.5% +$9.09K 0.21% 95
2022
Q4 		$1.88M Buy
+71,353
New +$1.7M 0.13% 127
2022
Q1 		$2.64M Sell
95,916
-238,438
-71% -$6.97M 0.18% 106
2021
Q4 		$9.8M Sell
334,354
-33,507
-9% -$1.02M 0.65% 56
2021
Q3 		$11.2M Sell
367,861
-445,253
-55% -$13.9M 0.74% 49
2021
Q2 		$25.6M Buy
813,114
+6,596
+0.8% +$205K 1.8% 11
2021
Q1 		$24.6M Sell
806,518
-11,032
-1% -$321K 1.91% 11
2020
Q4 		$23.5M Buy
817,550
+18,985
+2% +$516K 1.99% 10
2020
Q3 		$21.7M Sell
798,565
-4,329
-0.5% -$112K 2.11% 8
2020
Q2 		$21.2M Buy
802,894
+11,817
+1% +$280K 2.19% 8
2020
Q1 		$17.8M Buy
791,077
+26,559
+3% +$710K 2.32% 7
2019
Q4 		$22.4M Buy
764,518
+18,056
+2% +$519K 2.64% 9
2019
Q3 		$21.5M Sell
746,462
-7,487
-1% -$207K 2.94% 7
2019
Q2 		$20.5M Sell
753,949
-64,460
-8% -$1.82M 3.09% 7
2019
Q1 		$22.7M Sell
818,409
-11,033
-1% -$304K 3.55% 5
2018
Q4 		$23.1M Buy
829,442
+40,519
+5% +$1.09M 3.71% 5
2018
Q3 		$21M Buy
+788,923
New +$22.7M 3.84% 4

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

WealthPLAN Partners's RODM Position: Q4 2024 in Review

WealthPLAN Partners sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q4 2024, closing a stake of 10,529 shares — an estimated $321K sold.

WealthPLAN Partners first reported a position in RODM in Q3 2018 and held it in 23 quarters. The position peaked at $25.6M in Q2 2021. 106 funds tracked by Wall St. Rank hold RODM as of Q4 2024.

  • WealthPLAN Partners reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 10,529 Hartford Multifactor Developed Markets ex-US ETF shares in Q4 2024, an estimated $321K.
  • WealthPLAN Partners first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q3 2018 and held it in 23 quarters.
  • WealthPLAN Partners's Hartford Multifactor Developed Markets ex-US ETF position peaked at $25.6M in Q2 2021.
  • 106 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.