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Cetera Advisors’s Hartford Financial Services HIG Stock Holding History

Cetera 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
2024
Q1 		$1.8M Buy
17,472
+6,872
+65% +$630K 0.01% 866
2023
Q4 		$852K Sell
10,600
-594
-5% -$44.7K 0.01% 843
2023
Q3 		$794K Buy
11,194
+433
+4% +$31.4K 0.01% 822
2023
Q2 		$775K Buy
10,761
+1,097
+11% +$77K 0.01% 827
2023
Q1 		$673K Sell
9,664
-304
-3% -$22.6K 0.01% 869
2022
Q4 		$756K Buy
9,968
+3,444
+53% +$248K 0.01% 780
2022
Q3 		$404K Buy
6,524
+1,697
+35% +$110K 0.01% 877
2022
Q2 		$316K Buy
+4,827
New +$338K 0.01% 1020
2019
Q4 		– Sell
-3,455
Closed -$207K – 934
2019
Q3 		$207K Buy
+3,455
New +$202K 0.01% 817
2018
Q4 		– Sell
-4,629
Closed -$230K – 897
2018
Q3 		$230K Buy
+4,629
New +$238K 0.01% 828

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Cetera Advisors's HIG Position: Q1 2024 in Review

Cetera Advisors increased its Hartford Financial Services (HIG) stake by 65% in Q1 2024, buying an estimated $630K and bringing the position to 17,472 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #866.

Cetera Advisors first reported a position in HIG in Q3 2018 and has held it in 10 quarters since. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Cetera Advisors held 17,472 shares of Hartford Financial Services worth $1.8M as of Q1 2024.
  • Cetera Advisors bought 6,872 Hartford Financial Services shares in Q1 2024, an estimated $630K.
  • Hartford Financial Services made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #866 holding.
  • Cetera Advisors first reported a position in Hartford Financial Services in Q3 2018 and has held it in 10 quarters since.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.