AWM
HIG icon

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

Altium 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
2020
Q1 		– Sell
-5,082
Closed -$309K – 342
2019
Q4 		$309K Sell
5,082
-326
-6% -$19.6K 0.04% 213
2019
Q3 		$328K Sell
5,408
-229
-4% -$13.4K 0.04% 206
2019
Q2 		$314K Sell
5,637
-585
-9% -$30.9K 0.05% 210
2019
Q1 		$309K Sell
6,222
-1,193
-16% -$56.7K 0.05% 208
2018
Q4 		$330K Buy
7,415
+845
+13% +$38K 0.06% 193
2018
Q3 		$328K Buy
6,570
+691
+12% +$35.5K 0.06% 210
2018
Q2 		$301K Buy
+5,879
New +$308K 0.08% 184
2018
Q1 		– Sell
-4,875
Closed -$276K – 167
2017
Q4 		$276K Buy
+4,875
New +$272K 0.13% 129

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Altium Wealth Management's HIG Position: Q1 2020 in Review

Altium Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2020, closing a stake of 5,082 shares — an estimated $309K sold.

Altium Wealth Management first reported a position in HIG in Q4 2017 and held it in 8 quarters. The position peaked at $330K in Q4 2018. 610 funds tracked by Wall St. Rank hold HIG as of Q1 2020.

  • Altium Wealth Management reported no remaining Hartford Financial Services position as of Q1 2020 after selling out during the quarter.
  • Altium Wealth Management sold 5,082 Hartford Financial Services shares in Q1 2020, an estimated $309K.
  • Altium Wealth Management first reported a position in Hartford Financial Services in Q4 2017 and held it in 8 quarters.
  • Altium Wealth Management's Hartford Financial Services position peaked at $330K in Q4 2018.
  • 610 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.