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Arete Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Arete Wealth Advisors’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
-3,529
Closed -$246K – 705
2023
Q1 		$246K Sell
3,529
-221
-6% -$16.4K 0.02% 530
2022
Q4 		$284M Buy
3,750
+45
+1% +$3.24K 0.02% 468
2022
Q3 		$229K Buy
+3,705
New +$241K 0.02% 488
2021
Q2 		– Sell
-3,184
Closed -$211K – 400
2021
Q1 		$211K Buy
+3,184
New +$172K 0.03% 389

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Arete Wealth Advisors's HIG Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 3,529 shares — an estimated $246K sold.

Arete Wealth Advisors first reported a position in HIG in Q1 2021 and held it in 4 quarters. The position peaked at $284M in Q4 2022. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,529 Hartford Financial Services shares in Q2 2023, an estimated $246K.
  • Arete Wealth Advisors first reported a position in Hartford Financial Services in Q1 2021 and held it in 4 quarters.
  • Arete Wealth Advisors's Hartford Financial Services position peaked at $284M in Q4 2022.
  • 770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.