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Lake Point Wealth Management’s Hartford Financial Services HIG Stock Holding History

Lake Point 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
2022
Q2 		$3K Hold
50
– – ﹤0.01% 280
2022
Q1 		$4K Hold
50
– – ﹤0.01% 265
2021
Q4 		$3K Hold
50
– – ﹤0.01% 297
2021
Q3 		$4K Hold
50
– – ﹤0.01% 259
2021
Q2 		$3K Buy
+50
New +$3.28K ﹤0.01% 289
2020
Q1 		$2K Hold
50
– – ﹤0.01% 264
2019
Q4 		$3K Buy
+50
New +$3K ﹤0.01% 428

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Lake Point Wealth Management's HIG Position: Q2 2022 in Review

Lake Point Wealth Management held its Hartford Financial Services (HIG) position steady in Q2 2022 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Lake Point Wealth Management first reported a position in HIG in Q4 2019 and has held it in 7 quarters since. The position peaked at $4K in Q1 2022. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • Lake Point Wealth Management held 50 shares of Hartford Financial Services worth $3K as of Q2 2022.
  • Lake Point Wealth Management left its Hartford Financial Services share count unchanged in Q2 2022.
  • Hartford Financial Services made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #280 holding.
  • Lake Point Wealth Management first reported a position in Hartford Financial Services in Q4 2019 and has held it in 7 quarters since.
  • Lake Point Wealth Management's Hartford Financial Services position peaked at $4K in Q1 2022.
  • 738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.