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Heritage Oak Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Heritage Oak 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
Q4 		– Sell
-1,709
Closed -$201K – 112
2024
Q3 		$201K Buy
+1,709
New +$187K 0.09% 146

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Heritage Oak Wealth Advisors's HIG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 1,709 shares — an estimated $201K sold.

Heritage Oak Wealth Advisors first reported a position in HIG in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,709 Hartford Financial Services shares in Q4 2024, an estimated $201K.
  • Heritage Oak Wealth Advisors first reported a position in Hartford Financial Services in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Hartford Financial Services position peaked at $201K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.