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

Concord 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
2024
Q3 		– Sell
-26
Closed -$2.61K – 982
2024
Q2 		$2.61K Hold
26
– – ﹤0.01% 642
2024
Q1 		$2.68K Hold
26
– – ﹤0.01% 722
2023
Q4 		$2.09K Sell
26
-39
-60% -$2.94K ﹤0.01% 711
2023
Q3 		$4.63K Sell
65
-6
-8% -$435 ﹤0.01% 729
2023
Q2 		$5.15K Buy
71
+62
+689% +$4.35K ﹤0.01% 702
2023
Q1 		$612 Sell
9
-938
-99% -$69.7K ﹤0.01% 932
2022
Q4 		$71.8K Buy
+947
New +$68.2K 0.02% 304
2022
Q3 		– Sell
-1,161
Closed -$76K – 567
2022
Q2 		$76K Buy
1,161
+394
+51% +$27.6K 0.02% 302
2022
Q1 		$55K Buy
767
+25
+3% +$1.76K 0.01% 412
2021
Q4 		$51K Buy
742
+311
+72% +$21.9K 0.01% 448
2021
Q3 		$30K Buy
431
+253
+142% +$16.7K 0.01% 305
2021
Q2 		$11K Buy
178
+118
+197% +$7.73K ﹤0.01% 611
2021
Q1 		$4K Buy
+60
New +$3.24K ﹤0.01% 716

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

Concord Wealth Partners's HIG Position: Q3 2024 in Review

Concord Wealth Partners sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 26 shares — an estimated $2.61K sold.

Concord Wealth Partners first reported a position in HIG in Q1 2021 and held it in 13 quarters. The position peaked at $76K in Q2 2022. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Concord Wealth Partners reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 26 Hartford Financial Services shares in Q3 2024, an estimated $2.61K.
  • Concord Wealth Partners first reported a position in Hartford Financial Services in Q1 2021 and held it in 13 quarters.
  • Concord Wealth Partners's Hartford Financial Services position peaked at $76K in Q2 2022.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.