ACG Wealth’s Hartford Financial Services HIG Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-2	Closed	–	–	566
2022 Q2	$0	Buy	+2	New	+$140	﹤0.01%	975

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

ACG Wealth's HIG Position: Q3 2022 in Review

ACG Wealth sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 2 shares.

ACG Wealth first reported a position in HIG in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

ACG Wealth reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 2 Hartford Financial Services shares in Q3 2022.
ACG Wealth first reported a position in Hartford Financial Services in Q2 2022 and held it in 1 quarter.
ACG Wealth's Hartford Financial Services position peaked at $0 in Q2 2022.
734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.