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Curi Wealth Management’s Hartford Financial Services HIG Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-3
Closed – – 407
2022
Q2 		$0 Hold
3
– – ﹤0.01% 668
2022
Q1 		$0 Hold
3
– – ﹤0.01% 570
2021
Q4 		$0 Buy
+3
New +$212 ﹤0.01% 533
2021
Q1 		– Sell
-3
Closed – – 261
2020
Q4 		$0 Buy
+3
New +$129 ﹤0.01% 442

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi Wealth Management's HIG Position: Q3 2022 in Review

Curi Wealth Management sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in HIG in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 734 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

  • Curi Wealth Management reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Hartford Financial Services shares in Q3 2022.
  • Curi Wealth Management first reported a position in Hartford Financial Services in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Hartford Financial Services position peaked at $0 in Q2 2022.
  • 734 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.