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

Atlas Private 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
Q3 		– Sell
-100
Closed -$4K – 426
2020
Q2 		$4K Hold
100
– – ﹤0.01% 395
2020
Q1 		$4K Hold
100
– – ﹤0.01% 379
2019
Q4 		$6K Buy
+100
New +$6K ﹤0.01% 386

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's HIG Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in HIG in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 596 funds tracked by Wall St. Rank hold HIG as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Hartford Financial Services position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 100 Hartford Financial Services shares in Q3 2020, an estimated $4K.
  • Atlas Private Wealth Management first reported a position in Hartford Financial Services in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Hartford Financial Services position peaked at $6K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.