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

One 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
Q2 		– Sell
-4,428
Closed -$458K – 246
2024
Q1 		$458K Sell
4,428
-191
-4% -$17.5K 0.08% 132
2023
Q4 		$373K Buy
4,619
+595
+15% +$44.8K 0.07% 134
2023
Q3 		$285K Buy
4,024
+146
+4% +$10.6K 0.06% 143
2023
Q2 		$279K Buy
+3,878
New +$272K 0.06% 151
2023
Q1 		– Sell
-2,550
Closed -$193K – 364
2022
Q4 		$193K Buy
+2,550
New +$184K 0.04% 198
2022
Q2 		– Sell
-3,715
Closed -$267K – 195
2022
Q1 		$267K Buy
+3,715
New +$262K 0.07% 163
2020
Q1 		– Sell
-7,583
Closed -$461K – 113
2019
Q4 		$461K Sell
7,583
-46
-0.6% -$2.76K 0.34% 41
2019
Q3 		$462K Sell
7,629
-1,465
-16% -$85.7K 0.4% 34
2019
Q2 		$507K Buy
9,094
+1,945
+27% +$103K 0.42% 35
2019
Q1 		$355K Buy
+7,149
New +$340K 0.29% 56

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

One Wealth Advisors's HIG Position: Q2 2024 in Review

One Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 4,428 shares — an estimated $458K sold.

One Wealth Advisors first reported a position in HIG in Q1 2019 and held it in 10 quarters. The position peaked at $507K in Q2 2019. 929 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • One Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 4,428 Hartford Financial Services shares in Q2 2024, an estimated $458K.
  • One Wealth Advisors first reported a position in Hartford Financial Services in Q1 2019 and held it in 10 quarters.
  • One Wealth Advisors's Hartford Financial Services position peaked at $507K in Q2 2019.
  • 929 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.