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Wetzel Investment Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-360
Closed -$10.1K – 730
2024
Q2 		$10.1K Hold
360
– – 0.01% 463
2024
Q1 		$9.68K Hold
360
– – 0.01% 539
2023
Q4 		$10K Buy
+360
New +$9.36K 0.01% 527

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wetzel Investment Advisors's RODM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q3 2024, closing a stake of 360 shares — an estimated $10.1K sold.

Wetzel Investment Advisors first reported a position in RODM in Q4 2023 and held it in 3 quarters. The position peaked at $10.1K in Q2 2024. 105 funds tracked by Wall St. Rank hold RODM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 360 Hartford Multifactor Developed Markets ex-US ETF shares in Q3 2024, an estimated $10.1K.
  • Wetzel Investment Advisors first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Hartford Multifactor Developed Markets ex-US ETF position peaked at $10.1K in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.