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Coppell Advisory Solutions’s Hartford Financial Services HIG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-72
Closed -$7.87K – 985
2024
Q4 		$7.87K Hold
72
– – ﹤0.01% 1196
2024
Q3 		$8.41K Sell
72
-200
-74% -$21.9K ﹤0.01% 1133
2024
Q2 		$27.3K Buy
+272
New +$27.3K ﹤0.01% 664
2023
Q4 		$32.2K Buy
+400
New +$30.1K 0.01% 600

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Coppell Advisory Solutions's HIG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Hartford Financial Services (HIG) in Q1 2025, closing a stake of 72 shares — an estimated $7.87K sold.

Coppell Advisory Solutions first reported a position in HIG in Q4 2023 and held it in 4 quarters. The position peaked at $32.2K in Q4 2023. 1,062 funds tracked by Wall St. Rank hold HIG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Hartford Financial Services position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 72 Hartford Financial Services shares in Q1 2025, an estimated $7.87K.
  • Coppell Advisory Solutions first reported a position in Hartford Financial Services in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Hartford Financial Services position peaked at $32.2K in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.