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Confluence Wealth Services’s Hartford Financial Services HIG Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-419
Closed -$28K – 625
2021
Q4 		$28K Buy
+419
New +$29.6K 0.01% 630

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Confluence Wealth Services's HIG Position: Q1 2022 in Review

Confluence Wealth Services sold out of Hartford Financial Services (HIG) in Q1 2022, closing a stake of 419 shares — an estimated $28K sold.

Confluence Wealth Services first reported a position in HIG in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 729 funds tracked by Wall St. Rank hold HIG as of Q1 2022.

  • Confluence Wealth Services reported no remaining Hartford Financial Services position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 419 Hartford Financial Services shares in Q1 2022, an estimated $28K.
  • Confluence Wealth Services first reported a position in Hartford Financial Services in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Hartford Financial Services position peaked at $28K in Q4 2021.
  • 729 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.