Heritage Wealth Management (Arizona)’s Hartford Financial Services HIG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$51.6K	Buy	680 +363	+115%	+$26.1K	0.01%	494
2022 Q3	$20K	Buy	317 +22	+7%	+$1.43K	0.01%	526
2022 Q2	$19.3K	Hold	295	–	–	0.01%	547
2022 Q1	$21K	Buy	+295	New	+$20.8K	0.01%	587
2021 Q3	$42K	Hold	596	–	–	0.01%	476
2021 Q2	$37K	Sell	596 -148	-20%	-$9.7K	0.01%	494
2021 Q1	$50K	Buy	+744	New	+$40.2K	0.03%	373

Other funds holding HIG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HIG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Hartford Financial Services (HIG) stake by 115% in Q4 2022, buying an estimated $26.1K and bringing the position to 680 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #494.

Heritage Wealth Management (Arizona) first reported a position in HIG in Q1 2021 and has held it in 7 quarters since. 787 funds tracked by Wall St. Rank hold HIG as of Q4 2022.

Heritage Wealth Management (Arizona) held 680 shares of Hartford Financial Services worth $51.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 363 Hartford Financial Services shares in Q4 2022, an estimated $26.1K.
Hartford Financial Services made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #494 holding.
Heritage Wealth Management (Arizona) first reported a position in Hartford Financial Services in Q1 2021 and has held it in 7 quarters since.
787 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.