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FinTrust Capital Advisors’s Hartford Financial Services HIG Stock Holding History

FinTrust Capital 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 		$54.7K Hold
465
– – 0.01% 553
2024
Q2 		$46.8K Hold
465
– – 0.01% 554
2024
Q1 		$47.9K Buy
465
+200
+75% +$18.3K 0.01% 534
2023
Q4 		$21.3K Buy
265
+60
+29% +$4.52K ﹤0.01% 683
2023
Q3 		$14.5K Sell
205
-731
-78% -$53.1K ﹤0.01% 721
2023
Q2 		$71K Hold
936
– – 0.02% 394
2023
Q1 		$71K Hold
936
– – 0.02% 391
2022
Q4 		$71K Sell
936
-349
-27% -$25.1K 0.02% 392
2022
Q3 		$86K Buy
1,285
+2
+0.2% +$130 0.02% 400
2022
Q2 		$82K Sell
1,283
-3
-0.2% -$210 0.02% 436
2022
Q1 		$93K Buy
1,286
+408
+46% +$28.8K 0.02% 442
2021
Q4 		$61K Buy
878
+132
+18% +$9.31K 0.01% 518
2021
Q3 		$52K Hold
746
– – 0.01% 546
2021
Q2 		$46K Sell
746
-189
-20% -$12.4K 0.01% 572
2021
Q1 		$62K Sell
935
-174
-16% -$9.4K 0.02% 504
2020
Q4 		$54K Sell
1,109
-908
-45% -$39.2K 0.02% 486
2020
Q3 		$74 Hold
2,017
– – 0.01% 420
2020
Q2 		$78K Buy
2,017
+708
+54% +$27K 0.03% 387
2020
Q1 		$46K Sell
1,309
-116
-8% -$6.04K 0.02% 456
2019
Q4 		$87K Sell
1,425
-110
-7% -$6.6K 0.04% 347
2019
Q3 		$93K Buy
1,535
+326
+27% +$19.1K 0.03% 343
2019
Q2 		$68K Buy
1,209
+609
+102% +$32.2K 0.03% 352
2019
Q1 		$30K Sell
600
-670
-53% -$31.8K 0.01% 500
2018
Q4 		$57K Buy
+1,270
New +$57.1K 0.03% 356

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

FinTrust Capital Advisors's HIG Position: Q3 2024 in Review

FinTrust Capital Advisors held its Hartford Financial Services (HIG) position steady in Q3 2024 at 465 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #553.

FinTrust Capital Advisors first reported a position in HIG in Q4 2018 and has held it in 24 quarters since. The position peaked at $93K in Q1 2022. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • FinTrust Capital Advisors held 465 shares of Hartford Financial Services worth $54.7K as of Q3 2024.
  • FinTrust Capital Advisors left its Hartford Financial Services share count unchanged in Q3 2024.
  • Hartford Financial Services made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #553 holding.
  • FinTrust Capital Advisors first reported a position in Hartford Financial Services in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Hartford Financial Services position peaked at $93K in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.