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Colonial Trust Advisors’s Hartford Financial Services HIG Stock Holding History

Colonial Trust 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
Q2 		– Sell
-4
Closed -$412 – 881
2024
Q1 		$412 Hold
4
– – ﹤0.01% 920
2023
Q4 		$322 Hold
4
– – ﹤0.01% 843
2023
Q3 		$284 Buy
4
+2
+100% +$145 ﹤0.01% 856
2023
Q2 		$144 Hold
2
– – ﹤0.01% 888
2023
Q1 		$139 Hold
2
– – ﹤0.01% 880
2022
Q4 		$152 Buy
+2
New +$144 ﹤0.01% 885

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Colonial Trust Advisors's HIG Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 4 shares — an estimated $412 sold.

Colonial Trust Advisors first reported a position in HIG in Q4 2022 and held it in 6 quarters. The position peaked at $412 in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 4 Hartford Financial Services shares in Q2 2024, an estimated $412.
  • Colonial Trust Advisors first reported a position in Hartford Financial Services in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Hartford Financial Services position peaked at $412 in Q1 2024.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.