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TCI Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

TCI 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
2023
Q2 		– Sell
-616
Closed -$42.9K – 1068
2023
Q1 		$42.9K Buy
616
+180
+41% +$13.4K 0.01% 464
2022
Q4 		$33.1K Sell
436
-5
-1% -$360 ﹤0.01% 516
2022
Q3 		$27K Sell
441
-47
-10% -$3.06K ﹤0.01% 542
2022
Q2 		$32K Buy
488
+160
+49% +$11.2K ﹤0.01% 485
2022
Q1 		$24K Hold
328
– – ﹤0.01% 613
2021
Q4 		$23K Hold
328
– – ﹤0.01% 647
2021
Q3 		$23K Buy
328
+24
+8% +$1.59K ﹤0.01% 627
2021
Q2 		$19K Buy
304
+134
+79% +$8.78K ﹤0.01% 629
2021
Q1 		$11K Buy
+170
New +$9.19K ﹤0.01% 808
2020
Q2 		– Sell
-7
Closed – – 1542
2020
Q1 		$0 Sell
7
-15
-68% -$782 ﹤0.01% 1589
2019
Q4 		$1K Buy
22
+15
+214% +$900 ﹤0.01% 1346
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1544
2019
Q2 		$0 Buy
+7
New +$370 ﹤0.01% 1475
2019
Q1 		– Sell
-12
Closed -$1K – 1457
2018
Q4 		$1K Buy
12
+2
+20% +$90 ﹤0.01% 1218
2018
Q3 		$0 Buy
10
+5
+100% +$257 ﹤0.01% 1507
2018
Q2 		$0 Buy
+5
New +$262 ﹤0.01% 1541
2014
Q4 		– Sell
-172
Closed -$6K – 905
2014
Q3 		$6K Buy
+172
New +$6.22K ﹤0.01% 530

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TCI Wealth Advisors's HIG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Hartford Financial Services (HIG) in Q2 2023, closing a stake of 616 shares — an estimated $42.9K sold.

TCI Wealth Advisors first reported a position in HIG in Q3 2014 and held it in 17 quarters. The position peaked at $42.9K in Q1 2023. 770 funds tracked by Wall St. Rank hold HIG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Hartford Financial Services position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 616 Hartford Financial Services shares in Q2 2023, an estimated $42.9K.
  • TCI Wealth Advisors first reported a position in Hartford Financial Services in Q3 2014 and held it in 17 quarters.
  • TCI Wealth Advisors's Hartford Financial Services position peaked at $42.9K in Q1 2023.
  • 770 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.