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CFM Wealth Partners’s Hartford Financial Services HIG Stock Holding History

CFM Wealth Partners’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
-216
Closed -$8K – 280
2020
Q2 		$8K Sell
216
-4
-2% -$152 ﹤0.01% 411
2020
Q1 		$8K Hold
220
– – ﹤0.01% 447
2019
Q4 		$13K Buy
+220
New +$13.2K ﹤0.01% 394

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

CFM Wealth Partners's HIG Position: Q3 2020 in Review

CFM Wealth Partners sold out of Hartford Financial Services (HIG) in Q3 2020, closing a stake of 216 shares — an estimated $8K sold.

CFM Wealth Partners first reported a position in HIG in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 596 funds tracked by Wall St. Rank hold HIG as of Q3 2020.

  • CFM Wealth Partners reported no remaining Hartford Financial Services position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 216 Hartford Financial Services shares in Q3 2020, an estimated $8K.
  • CFM Wealth Partners first reported a position in Hartford Financial Services in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Hartford Financial Services position peaked at $13K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.