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IVC Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

IVC 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
Q3 		– Sell
-2,864
Closed -$288K – 168
2024
Q2 		$288K Buy
2,864
+4
+0.1% +$401 0.16% 123
2024
Q1 		$295K Buy
2,860
+5
+0.2% +$458 0.17% 126
2023
Q4 		$230K Sell
2,855
-245
-8% -$18.5K 0.14% 133
2023
Q3 		$220K Buy
3,100
+4
+0.1% +$290 0.15% 131
2023
Q2 		$223K Buy
3,096
+5
+0.2% +$351 0.14% 131
2023
Q1 		$215K Buy
3,091
+4
+0.1% +$297 0.15% 132
2022
Q4 		$234K Buy
+3,087
New +$222K 0.17% 128
2022
Q3 		– Sell
-3,242
Closed -$212K – 142
2022
Q2 		$212K Buy
3,242
+69
+2% +$4.84K 0.16% 132
2022
Q1 		$228K Buy
3,173
+4
+0.1% +$282 0.15% 136
2021
Q4 		$219K Buy
3,169
+4
+0.1% +$282 0.14% 130
2021
Q3 		$222K Sell
3,165
-496
-14% -$32.8K 0.15% 122
2021
Q2 		$227K Buy
3,661
+4
+0.1% +$262 0.16% 120
2021
Q1 		$244K Buy
+3,657
New +$198K 0.19% 104

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

IVC Wealth Advisors's HIG Position: Q3 2024 in Review

IVC Wealth Advisors sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 2,864 shares — an estimated $288K sold.

IVC Wealth Advisors first reported a position in HIG in Q1 2021 and held it in 13 quarters. The position peaked at $295K in Q1 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • IVC Wealth Advisors reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 2,864 Hartford Financial Services shares in Q3 2024, an estimated $288K.
  • IVC Wealth Advisors first reported a position in Hartford Financial Services in Q1 2021 and held it in 13 quarters.
  • IVC Wealth Advisors's Hartford Financial Services position peaked at $295K in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on IVC Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.