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Realta Investment Advisors’s Hartford Financial Services HIG Stock Holding History

Realta Investment 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
Q3 		– Sell
-3,140
Closed -$316K – 518
2024
Q2 		$316K Sell
3,140
-213
-6% -$21.4K 0.06% 303
2024
Q1 		$345K Sell
3,353
-282
-8% -$25.9K 0.07% 295
2023
Q4 		$292K Buy
3,635
+129
+4% +$9.72K 0.07% 321
2023
Q3 		$253K Hold
3,506
– – 0.06% 326
2023
Q2 		$253K Buy
3,506
+68
+2% +$4.78K 0.06% 343
2023
Q1 		$240K Buy
3,438
+35
+1% +$2.6K 0.06% 340
2022
Q4 		$258K Buy
3,403
+100
+3% +$7.2K 0.06% 335
2022
Q3 		$205K Buy
+3,303
New +$215K 0.05% 355
2020
Q1 		– Sell
-485
Closed -$30K – 755
2019
Q4 		$30K Hold
485
– – 0.01% 807
2019
Q3 		$29K Hold
485
– – 0.01% 812
2019
Q2 		$27K Hold
485
– – 0.01% 832
2019
Q1 		$24K Buy
+485
New +$23K 0.01% 708

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Realta Investment Advisors's HIG Position: Q3 2024 in Review

Realta Investment Advisors sold out of Hartford Financial Services (HIG) in Q3 2024, closing a stake of 3,140 shares — an estimated $316K sold.

Realta Investment Advisors first reported a position in HIG in Q1 2019 and held it in 12 quarters. The position peaked at $345K in Q1 2024. 1,008 funds tracked by Wall St. Rank hold HIG as of Q3 2024.

  • Realta Investment Advisors reported no remaining Hartford Financial Services position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 3,140 Hartford Financial Services shares in Q3 2024, an estimated $316K.
  • Realta Investment Advisors first reported a position in Hartford Financial Services in Q1 2019 and held it in 12 quarters.
  • Realta Investment Advisors's Hartford Financial Services position peaked at $345K in Q1 2024.
  • 1,008 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.