Certified Advisory Corp’s Hartford Financial Services HIG Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-439	Closed	-$29K	–	427
2021 Q1	$29K	Buy	+439	New	+$23.7K	0.01%	428
2020 Q2	$17K	Hold	439	–	–	0.01%	470
2020 Q1	$15K	Hold	439	–	–	0.01%	473
2019 Q4	$27K	Hold	439	–	–	0.01%	418
2019 Q3	$27K	Hold	439	–	–	0.01%	421
2019 Q2	$24K	Hold	439	–	–	0.01%	446
2019 Q1	$22K	Hold	439	–	–	0.01%	430
2018 Q4	$19K	Hold	439	–	–	0.01%	441
2018 Q3	$22K	Hold	439	–	–	0.01%	434
2018 Q2	$22K	Buy	439 +1	+0.2%	+$52	0.01%	413
2018 Q1	$22K	Buy	+438	New	+$24K	0.01%	392

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certified Advisory Corp's HIG Position: Q2 2021 in Review

Certified Advisory Corp sold out of Hartford Financial Services (HIG) in Q2 2021, closing a stake of 439 shares — an estimated $29K sold.

Certified Advisory Corp first reported a position in HIG in Q1 2018 and held it in 11 quarters. The position peaked at $29K in Q1 2021. 669 funds tracked by Wall St. Rank hold HIG as of Q2 2021.

Certified Advisory Corp reported no remaining Hartford Financial Services position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 439 Hartford Financial Services shares in Q2 2021, an estimated $29K.
Certified Advisory Corp first reported a position in Hartford Financial Services in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's Hartford Financial Services position peaked at $29K in Q1 2021.
669 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.