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

Financial Synergies 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 Q2	–	Sell	-4	Closed	-$413	–	226
2024 Q1	$413	Hold	4	–	–	﹤0.01%	471
2023 Q4	$304	Hold	4	–	–	﹤0.01%	418
2023 Q3	$284	Hold	4	–	–	﹤0.01%	476
2023 Q2	$289	Hold	4	–	–	﹤0.01%	473
2023 Q1	$279	Hold	4	–	–	﹤0.01%	468
2022 Q4	$304	Hold	4	–	–	﹤0.01%	418
2022 Q3	$248	Hold	4	–	–	﹤0.01%	433
2022 Q2	$262	Buy	+4	New	+$280	﹤0.01%	452

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's HIG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 4 shares — an estimated $413 sold.

Financial Synergies Wealth Advisors first reported a position in HIG in Q2 2022 and held it in 8 quarters. The position peaked at $413 in Q1 2024. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Hartford Financial Services shares in Q2 2024, an estimated $413.
Financial Synergies Wealth Advisors first reported a position in Hartford Financial Services in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Hartford Financial Services position peaked at $413 in Q1 2024.
926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.