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Able Wealth Management’s Hartford Financial Services HIG Stock Holding History

Able Wealth Management’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24
Closed -$1.89K – 288
2023
Q4 		$1.89K Buy
+24
New +$1.81K ﹤0.01% 465

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Able Wealth Management's HIG Position: Q1 2024 in Review

Able Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 24 shares — an estimated $1.89K sold.

Able Wealth Management first reported a position in HIG in Q4 2023 and held it in 1 quarter. The position peaked at $1.89K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Able Wealth Management reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 24 Hartford Financial Services shares in Q1 2024, an estimated $1.89K.
  • Able Wealth Management first reported a position in Hartford Financial Services in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Hartford Financial Services position peaked at $1.89K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.