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Regent Peak Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-352
Closed -$17K – 506
2020
Q4 		$17K Buy
+352
New +$15.2K 0.01% 483

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's HIG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Hartford Financial Services (HIG) in Q1 2021, closing a stake of 352 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in HIG in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 708 funds tracked by Wall St. Rank hold HIG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Hartford Financial Services position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 352 Hartford Financial Services shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in Hartford Financial Services in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Hartford Financial Services position peaked at $17K in Q4 2020.
  • 708 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.