Precision Wealth Strategies’s Hartford Financial Services HIG Stock Holding History

Precision Wealth Strategies’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
2023 Q1	–	Sell	-5,172	Closed	-$392K	–	90
2022 Q4	$392K	Sell	5,172 -22	-0.4%	-$1.58K	0.41%	53
2022 Q3	$360K	Sell	5,194 -487	-9%	-$31.7K	0.32%	74
2022 Q2	$364K	Buy	5,681 +294	+5%	+$20.6K	0.29%	78
2022 Q1	$387K	Sell	5,387 -2,021	-27%	-$143K	0.23%	91
2021 Q4	$511K	Buy	7,408 +1,088	+17%	+$76.8K	0.37%	82
2021 Q3	$444K	Buy	+6,320	New	+$418K	0.34%	70

Other funds holding HIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Precision Wealth Strategies's HIG Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Hartford Financial Services (HIG) in Q1 2023, closing a stake of 5,172 shares — an estimated $392K sold.

Precision Wealth Strategies first reported a position in HIG in Q3 2021 and held it in 6 quarters. The position peaked at $511K in Q4 2021. 774 funds tracked by Wall St. Rank hold HIG as of Q1 2023.

Precision Wealth Strategies reported no remaining Hartford Financial Services position as of Q1 2023 after selling out during the quarter.
Precision Wealth Strategies sold 5,172 Hartford Financial Services shares in Q1 2023, an estimated $392K.
Precision Wealth Strategies first reported a position in Hartford Financial Services in Q3 2021 and held it in 6 quarters.
Precision Wealth Strategies's Hartford Financial Services position peaked at $511K in Q4 2021.
774 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.