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Tradition Wealth Management’s Hartford Financial Services HIG Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-87
Closed -$7K – 732
2023
Q4 		$7K Hold
87
– – ﹤0.01% 1067
2023
Q3 		$6K Hold
87
– – ﹤0.01% 1130
2023
Q2 		$6K Buy
87
+5
+6% +$351 ﹤0.01% 1157
2023
Q1 		$6K Buy
82
+1
+1% +$74 ﹤0.01% 1110
2022
Q4 		$6K Hold
81
– – ﹤0.01% 1009
2022
Q3 		$5K Hold
81
– – ﹤0.01% 1069
2022
Q2 		$5K Hold
81
– – ﹤0.01% 954
2022
Q1 		$6K Buy
+81
New +$5.71K ﹤0.01% 1002

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Tradition Wealth Management's HIG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Hartford Financial Services (HIG) in Q1 2024, closing a stake of 87 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in HIG in Q1 2022 and held it in 8 quarters. The position peaked at $7K in Q4 2023. 920 funds tracked by Wall St. Rank hold HIG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Hartford Financial Services position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 87 Hartford Financial Services shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in Hartford Financial Services in Q1 2022 and held it in 8 quarters.
  • Tradition Wealth Management's Hartford Financial Services position peaked at $7K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.