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

BDO 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	$10.5K	Buy	146 +35	+32%	+$2.46K	﹤0.01%	688
2023 Q1	$7.74K	Hold	111	–	–	﹤0.01%	748
2022 Q4	$8.42K	Hold	111	–	–	﹤0.01%	709
2022 Q3	$7K	Hold	111	–	–	﹤0.01%	774
2022 Q2	$7K	Hold	111	–	–	﹤0.01%	736
2022 Q1	$8K	Buy	111 +50	+82%	+$3.53K	﹤0.01%	765
2021 Q4	$4K	Hold	61	–	–	﹤0.01%	860
2021 Q3	$4K	Hold	61	–	–	﹤0.01%	866
2021 Q2	$4K	Hold	61	–	–	﹤0.01%	898
2021 Q1	$4K	Hold	61	–	–	﹤0.01%	882
2020 Q4	$3K	Hold	61	–	–	﹤0.01%	708
2020 Q3	$2K	Buy	+61	New	+$2.43K	﹤0.01%	687
2019 Q4	–	Sell	-225	Closed	-$14K	–	608
2019 Q3	$14K	Hold	225	–	–	﹤0.01%	433
2019 Q2	$13K	Hold	225	–	–	﹤0.01%	425
2019 Q1	$11K	Hold	225	–	–	﹤0.01%	421
2018 Q4	$10K	Sell	225 -900	-80%	-$40.5K	﹤0.01%	408
2018 Q3	$56K	Hold	1,125	–	–	0.02%	279
2018 Q2	$58K	Hold	1,125	–	–	0.02%	271
2018 Q1	$58K	Buy	1,125 +75	+7%	+$4.1K	0.02%	232
2017 Q4	$59K	Sell	1,050 -260	-20%	-$14.5K	0.03%	198
2017 Q3	$73K	Hold	1,310	–	–	0.04%	158
2017 Q2	$69K	Buy	+1,310	New	+$64.9K	0.03%	204

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

BDO Wealth Advisors increased its Hartford Financial Services (HIG) stake by 32% in Q2 2023, buying an estimated $2.46K and bringing the position to 146 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

BDO Wealth Advisors first reported a position in HIG in Q2 2017 and has held it in 22 quarters since. The position peaked at $73K in Q3 2017. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

BDO Wealth Advisors held 146 shares of Hartford Financial Services worth $10.5K as of Q2 2023.
BDO Wealth Advisors bought 35 Hartford Financial Services shares in Q2 2023, an estimated $2.46K.
Hartford Financial Services made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #688 holding.
BDO Wealth Advisors first reported a position in Hartford Financial Services in Q2 2017 and has held it in 22 quarters since.
BDO Wealth Advisors's Hartford Financial Services position peaked at $73K in Q3 2017.
770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.