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

Accel 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
2023 Q2	–	Sell	-745	Closed	-$51.9K	–	458
2023 Q1	$51.9K	Buy	745 +4	+0.5%	+$297	0.02%	470
2022 Q4	$56.2K	Hold	741	–	–	0.03%	335
2022 Q3	$49K	Buy	741 +4	+0.5%	+$260	0.03%	370
2022 Q2	$46K	Buy	737 +7	+1%	+$491	0.03%	368
2022 Q1	$53K	Buy	730 +4	+0.6%	+$282	0.03%	363
2021 Q4	$50K	Buy	726 +3	+0.4%	+$212	0.02%	385
2021 Q3	$51K	Buy	723 +4	+0.6%	+$264	0.03%	320
2021 Q2	$45K	Buy	719 +81	+13%	+$5.31K	0.03%	356
2021 Q1	$43K	Buy	638 +2	+0.3%	+$108	0.03%	342
2020 Q4	$31K	Buy	+636	New	+$27.4K	0.03%	399

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Accel Wealth Management's HIG Position: Q2 2023 in Review

Accel Wealth Management sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 745 shares — an estimated $51.9K sold.

Accel Wealth Management first reported a position in HIG in Q4 2020 and held it in 10 quarters. The position peaked at $56.2K in Q4 2022. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

Accel Wealth Management reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 745 Hartford Financial Services shares in Q2 2023, an estimated $51.9K.
Accel Wealth Management first reported a position in Hartford Financial Services in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Hartford Financial Services position peaked at $56.2K in Q4 2022.
770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.