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Core Wealth Advisors (Florida)’s Hartford Financial Services HIG Stock Holding History

Core Wealth Advisors (Florida)’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
Q4 		– Sell
-66
Closed -$4.68K – 274
2023
Q3 		$4.68K Hold
66
– – ﹤0.01% 200
2023
Q2 		$4.75K Hold
66
– – ﹤0.01% 197
2023
Q1 		$4.6K Hold
66
– – ﹤0.01% 201
2022
Q4 		$5K Buy
+66
New +$4.75K ﹤0.01% 213

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Core Wealth Advisors (Florida)'s HIG Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 66 shares — an estimated $4.68K sold.

Core Wealth Advisors (Florida) first reported a position in HIG in Q4 2022 and held it in 4 quarters. The position peaked at $5K in Q4 2022. 852 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

  • Core Wealth Advisors (Florida) reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 66 Hartford Financial Services shares in Q4 2023, an estimated $4.68K.
  • Core Wealth Advisors (Florida) first reported a position in Hartford Financial Services in Q4 2022 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s Hartford Financial Services position peaked at $5K in Q4 2022.
  • 852 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.