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Evolution Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-400
Closed -$28K – 358
2021
Q3 		$28K Hold
400
– – 0.01% 279
2021
Q2 		$25K Hold
400
– – 0.01% 279
2021
Q1 		$27K Hold
400
– – 0.01% 257
2020
Q4 		$20K Hold
400
– – ﹤0.01% 265
2020
Q3 		$15K Hold
400
– – ﹤0.01% 303
2020
Q2 		$15K Buy
+400
New +$15.2K ﹤0.01% 235
2020
Q1 		– Sell
-71
Closed -$4K – 453
2019
Q4 		$4K Buy
+71
New +$4.26K ﹤0.01% 447
2019
Q3 		– Sell
-66
Closed -$4K – 526
2019
Q2 		$4K Buy
+66
New +$3.48K ﹤0.01% 297

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's HIG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2021, closing a stake of 400 shares — an estimated $28K sold.

Evolution Wealth Advisors first reported a position in HIG in Q2 2019 and held it in 8 quarters. The position peaked at $28K in Q3 2021. 714 funds tracked by Wall St. Rank hold HIG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 400 Hartford Financial Services shares in Q4 2021, an estimated $28K.
  • Evolution Wealth Advisors first reported a position in Hartford Financial Services in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Hartford Financial Services position peaked at $28K in Q3 2021.
  • 714 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.