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

Curated 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
2022
Q2 		– Sell
-6,282
Closed -$434K – 144
2022
Q1 		$434K Hold
6,282
– – 0.15% 83
2021
Q4 		$434K Buy
6,282
+11
+0.2% +$776 0.14% 86
2021
Q3 		$441K Buy
6,271
+126
+2% +$8.33K 0.25% 84
2021
Q2 		$381K Buy
6,145
+414
+7% +$27.1K 0.21% 95
2021
Q1 		$383K Sell
5,731
-831
-13% -$44.9K 0.24% 87
2020
Q4 		$321K Buy
+6,562
New +$283K 0.21% 97

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Curated Wealth Partners's HIG Position: Q2 2022 in Review

Curated Wealth Partners sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 6,282 shares — an estimated $434K sold.

Curated Wealth Partners first reported a position in HIG in Q4 2020 and held it in 6 quarters. The position peaked at $441K in Q3 2021. 739 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • Curated Wealth Partners reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 6,282 Hartford Financial Services shares in Q2 2022, an estimated $434K.
  • Curated Wealth Partners first reported a position in Hartford Financial Services in Q4 2020 and held it in 6 quarters.
  • Curated Wealth Partners's Hartford Financial Services position peaked at $441K in Q3 2021.
  • 739 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.