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TFO Wealth Partners’s Hartford Financial Services HIG Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-9
Closed -$927 – 362
2024
Q1 		$927 Hold
9
– – ﹤0.01% 172
2023
Q4 		$723 Sell
9
-22
-71% -$1.66K ﹤0.01% 255
2023
Q3 		$2.23K Buy
31
+22
+244% +$1.6K ﹤0.01% 198
2023
Q2 		$648 Hold
9
– – ﹤0.01% 250
2023
Q1 		$627 Buy
9
+8
+800% +$594 ﹤0.01% 216
2022
Q4 		$55 Buy
+1
New +$72 ﹤0.01% 847
2022
Q3 		– Sell
-195
Closed -$13K – 284
2022
Q2 		$13K Buy
+195
New +$13.7K ﹤0.01% 109

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

TFO Wealth Partners's HIG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hartford Financial Services (HIG) in Q2 2024, closing a stake of 9 shares — an estimated $927 sold.

TFO Wealth Partners first reported a position in HIG in Q2 2022 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 926 funds tracked by Wall St. Rank hold HIG as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hartford Financial Services position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 9 Hartford Financial Services shares in Q2 2024, an estimated $927.
  • TFO Wealth Partners first reported a position in Hartford Financial Services in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Hartford Financial Services position peaked at $13K in Q2 2022.
  • 926 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.