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Paces Ferry Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-2,208
Closed -$81K – 550
2020
Q3 		$81K Buy
+2,208
New +$88K 0.07% 180

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Paces Ferry Wealth Advisors's HIG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2020, closing a stake of 2,208 shares — an estimated $81K sold.

Paces Ferry Wealth Advisors first reported a position in HIG in Q3 2020 and held it in 1 quarter. The position peaked at $81K in Q3 2020. 638 funds tracked by Wall St. Rank hold HIG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 2,208 Hartford Financial Services shares in Q4 2020, an estimated $81K.
  • Paces Ferry Wealth Advisors first reported a position in Hartford Financial Services in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Hartford Financial Services position peaked at $81K in Q3 2020.
  • 638 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.