Independent Solutions Wealth Management’s Hartford Financial Services HIG Stock Holding History

Independent Solutions 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
2023 Q4	–	Sell	-6,002	Closed	-$426K	–	181
2023 Q3	$426K	Buy	6,002 +266	+5%	+$19.3K	0.11%	137
2023 Q2	$413K	Buy	5,736 +297	+5%	+$20.9K	0.1%	142
2023 Q1	$379K	Sell	5,439 -262	-5%	-$19.5K	0.11%	139
2022 Q4	$432K	Hold	5,701	–	–	0.13%	129
2022 Q3	$353K	Sell	5,701 -29	-0.5%	-$1.89K	0.12%	142
2022 Q2	$375K	Buy	+5,730	New	+$402K	0.12%	133

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Independent Solutions Wealth Management's HIG Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Hartford Financial Services (HIG) in Q4 2023, closing a stake of 6,002 shares — an estimated $426K sold.

Independent Solutions Wealth Management first reported a position in HIG in Q2 2022 and held it in 6 quarters. The position peaked at $432K in Q4 2022. 850 funds tracked by Wall St. Rank hold HIG as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Hartford Financial Services position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 6,002 Hartford Financial Services shares in Q4 2023, an estimated $426K.
Independent Solutions Wealth Management first reported a position in Hartford Financial Services in Q2 2022 and held it in 6 quarters.
Independent Solutions Wealth Management's Hartford Financial Services position peaked at $432K in Q4 2022.
850 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.