PCWA
HIG icon

Pacific Capital Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Pacific Capital 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
Q4 		– Sell
-18
Closed -$2.12K – 436
2024
Q3 		$2.12K Sell
18
-105
-85% -$11.5K ﹤0.01% 396
2024
Q2 		$12.4K Buy
+123
New +$12.3K ﹤0.01% 289

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pacific Capital Wealth Advisors's HIG Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Hartford Financial Services (HIG) in Q4 2024, closing a stake of 18 shares — an estimated $2.12K sold.

Pacific Capital Wealth Advisors first reported a position in HIG in Q2 2024 and held it in 2 quarters. The position peaked at $12.4K in Q2 2024. 1,040 funds tracked by Wall St. Rank hold HIG as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Hartford Financial Services position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 18 Hartford Financial Services shares in Q4 2024, an estimated $2.12K.
  • Pacific Capital Wealth Advisors first reported a position in Hartford Financial Services in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Hartford Financial Services position peaked at $12.4K in Q2 2024.
  • 1,040 funds tracked by Wall St. Rank held Hartford Financial Services as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.