Atlas Private Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Atlas Private 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
2022 Q3	–	Sell	-3,084	Closed	-$202K	–	130
2022 Q2	$202K	Sell	3,084 -1,687	-35%	-$118K	0.12%	123
2022 Q1	$343K	Hold	4,771	–	–	0.15%	100
2021 Q4	$329K	Hold	4,771	–	–	0.15%	111
2021 Q3	$335K	Sell	4,771 -61	-1%	-$4.03K	0.18%	109
2021 Q2	$299K	Buy	4,832 +2,446	+103%	+$160K	0.16%	100
2021 Q1	$159K	Buy	+2,386	New	+$129K	0.09%	119

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

Atlas Private Wealth Advisors's HIG Position: Q3 2022 in Review

Atlas Private Wealth Advisors sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 3,084 shares — an estimated $202K sold.

Atlas Private Wealth Advisors first reported a position in HIG in Q1 2021 and held it in 6 quarters. The position peaked at $343K in Q1 2022. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

Atlas Private Wealth Advisors reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,084 Hartford Financial Services shares in Q3 2022, an estimated $202K.
Atlas Private Wealth Advisors first reported a position in Hartford Financial Services in Q1 2021 and held it in 6 quarters.
Atlas Private Wealth Advisors's Hartford Financial Services position peaked at $343K in Q1 2022.
734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.