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

CM 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 		– Sell
-8,615
Closed -$590K – 280
2023
Q1 		$590K Buy
+8,615
New +$640K 0.11% 229

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

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

CM Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 8,615 shares — an estimated $590K sold.

CM Wealth Advisors first reported a position in HIG in Q1 2023 and held it in 1 quarter. The position peaked at $590K in Q1 2023. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

  • CM Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 8,615 Hartford Financial Services shares in Q2 2023, an estimated $590K.
  • CM Wealth Advisors first reported a position in Hartford Financial Services in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Hartford Financial Services position peaked at $590K in Q1 2023.
  • 770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.