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Landmark Wealth Management (New York)’s Hartford Financial Services HIG Stock Holding History

Landmark Wealth Management (New York)’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 		– Sell
-1,071
Closed -$1.07K – 98
2022
Q1 		$1.07K Buy
+1,071
New +$75.5K ﹤0.01% 102

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

Landmark Wealth Management (New York)'s HIG Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Hartford Financial Services (HIG) in Q2 2022, closing a stake of 1,071 shares — an estimated $1.07K sold.

Landmark Wealth Management (New York) first reported a position in HIG in Q1 2022 and held it in 1 quarter. The position peaked at $1.07K in Q1 2022. 738 funds tracked by Wall St. Rank hold HIG as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining Hartford Financial Services position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 1,071 Hartford Financial Services shares in Q2 2022, an estimated $1.07K.
  • Landmark Wealth Management (New York) first reported a position in Hartford Financial Services in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s Hartford Financial Services position peaked at $1.07K in Q1 2022.
  • 738 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.