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Evoke Wealth’s Hartford Financial Services HIG Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-275
Closed -$17K – 704
2022
Q3 		$17K Hold
275
– – ﹤0.01% 666
2022
Q2 		$18K Sell
275
-10
-4% -$701 ﹤0.01% 665
2022
Q1 		$21K Buy
285
+19
+7% +$1.34K ﹤0.01% 650
2021
Q4 		$18K Buy
266
+5
+2% +$353 ﹤0.01% 695
2021
Q3 		$18K Hold
261
– – ﹤0.01% 655
2021
Q2 		$16K Sell
261
-9
-3% -$590 ﹤0.01% 683
2021
Q1 		$18K Hold
270
– – ﹤0.01% 603
2020
Q4 		$13K Buy
270
+25
+10% +$1.08K ﹤0.01% 542
2020
Q3 		$9K Sell
245
-56
-19% -$2.23K ﹤0.01% 578
2020
Q2 		$12K Buy
301
+22
+8% +$838 ﹤0.01% 526
2020
Q1 		$9.92K Sell
279
-255
-48% -$13.3K ﹤0.01% 506
2019
Q4 		$32.6K Buy
534
+1
+0.2% +$60 ﹤0.01% 494
2019
Q3 		$32.5K Buy
+533
New +$31.2K ﹤0.01% 539

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Evoke Wealth's HIG Position: Q4 2022 in Review

Evoke Wealth sold out of Hartford Financial Services (HIG) in Q4 2022, closing a stake of 275 shares — an estimated $17K sold.

Evoke Wealth first reported a position in HIG in Q3 2019 and held it in 13 quarters. The position peaked at $32.6K in Q4 2019. 787 funds tracked by Wall St. Rank hold HIG as of Q4 2022.

  • Evoke Wealth reported no remaining Hartford Financial Services position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 275 Hartford Financial Services shares in Q4 2022, an estimated $17K.
  • Evoke Wealth first reported a position in Hartford Financial Services in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Hartford Financial Services position peaked at $32.6K in Q4 2019.
  • 787 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.