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

Engrave 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
2020
Q3 		– Sell
-200
Closed -$7K – 220
2020
Q2 		$7K Hold
200
– – 0.01% 286
2020
Q1 		$7K Hold
200
– – 0.01% 233
2019
Q4 		$12K Buy
+200
New +$12K 0.01% 281

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's HIG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Hartford Financial Services (HIG) in Q3 2020, closing a stake of 200 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in HIG in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 596 funds tracked by Wall St. Rank hold HIG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Hartford Financial Services position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 200 Hartford Financial Services shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in Hartford Financial Services in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Hartford Financial Services position peaked at $12K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.