Harvest Group Wealth Management’s Hartford Financial Services HIG Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-706	Closed	-$35K	–	313
2020 Q4	$35K	Buy	706 +7	+1%	+$302	0.02%	127
2020 Q3	$26K	Buy	699 +5	+0.7%	+$199	0.02%	147
2020 Q2	$26K	Buy	694 +7	+1%	+$267	0.02%	133
2020 Q1	$24K	Buy	687 +4	+0.6%	+$208	0.02%	121
2019 Q4	$41K	Buy	683 +3	+0.4%	+$180	0.04%	88
2019 Q3	$41K	Buy	680 +4	+0.6%	+$234	0.05%	87
2019 Q2	$37K	Buy	676 +3	+0.4%	+$158	0.05%	90
2019 Q1	$33K	Buy	+673	New	+$32K	0.03%	114

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Harvest Group Wealth Management's HIG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2021, closing a stake of 706 shares — an estimated $35K sold.

Harvest Group Wealth Management first reported a position in HIG in Q1 2019 and held it in 8 quarters. The position peaked at $41K in Q4 2019. 706 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

Harvest Group Wealth Management reported no remaining Hartford Financial Services position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 706 Hartford Financial Services shares in Q1 2021, an estimated $35K.
Harvest Group Wealth Management first reported a position in Hartford Financial Services in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Hartford Financial Services position peaked at $41K in Q4 2019.
706 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.