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

Exencial 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
2024
Q3 		– Sell
-3,747
Closed -$377K – 503
2024
Q2 		$377K Sell
3,747
-518
-12% -$52K 0.01% 400
2024
Q1 		$440K Buy
+4,265
New +$391K 0.02% 374

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Exencial Wealth Advisors's HIG Position: Q3 2024 in Review

Exencial Wealth Advisors sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 3,747 shares — an estimated $377K sold.

Exencial Wealth Advisors first reported a position in HIG in Q1 2024 and held it in 2 quarters. The position peaked at $440K in Q1 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Exencial Wealth Advisors reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 3,747 Hartford Financial Services shares in Q3 2024, an estimated $377K.
  • Exencial Wealth Advisors first reported a position in Hartford Financial Services in Q1 2024 and held it in 2 quarters.
  • Exencial Wealth Advisors's Hartford Financial Services position peaked at $440K in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Exencial Wealth Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.