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Global Wealth Management Investment Advisory’s Hartford Financial Services HIG Stock Holding History

Global Wealth Management Investment Advisory’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
-11
Closed -$1K – 281
2022
Q2 		$1K Hold
11
– – ﹤0.01% 457
2022
Q1 		$1K Buy
+11
New +$776 ﹤0.01% 455

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's HIG Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Hartford Financial Services (HIG) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in HIG in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 735 funds tracked by Wall St. Rank hold HIG as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Hartford Financial Services position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 11 Hartford Financial Services shares in Q3 2022, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Hartford Financial Services in Q1 2022 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Hartford Financial Services position peaked at $1K in Q2 2022.
  • 735 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.