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Financial Advocates Investment Management’s Hartford Financial Services HIG Stock Holding History

Financial Advocates Investment 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
-3,426
Closed -$224K – 780
2022
Q2 		$224K Buy
+3,426
New +$240K 0.02% 588

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's HIG Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 3,426 shares — an estimated $224K sold.

Financial Advocates Investment Management first reported a position in HIG in Q2 2022 and held it in 1 quarter. The position peaked at $224K in Q2 2022. 735 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,426 Hartford Financial Services shares in Q3 2022, an estimated $224K.
  • Financial Advocates Investment Management first reported a position in Hartford Financial Services in Q2 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Hartford Financial Services position peaked at $224K in Q2 2022.
  • 735 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.