Twin Focus Capital Partners’s Hartford Large Cap Growth ETF HFGO Stock Holding History

Twin Focus Capital Partners’s Portfolio HFGO Stock Details HFGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,700	Closed	-$165K	–	192
2023 Q2	$165K	Sell	10,700 -62,500	-85%	-$892K	0.03%	217
2023 Q1	$1M	Hold	73,200	–	–	0.2%	67
2022 Q4	$863K	Hold	73,200	–	–	0.18%	74
2022 Q3	$834K	Buy	73,200 +10,700	+17%	+$135K	0.2%	68
2022 Q2	$716K	Buy	+62,500	New	+$828K	0.16%	78

Other funds holding HFGO

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Twin Focus Capital Partners's HFGO Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of Hartford Large Cap Growth ETF (HFGO) in Q3 2023, closing a stake of 10,700 shares — an estimated $165K sold.

Twin Focus Capital Partners first reported a position in HFGO in Q2 2022 and held it in 5 quarters. The position peaked at $1M in Q1 2023. 5 funds tracked by Wall St. Rank hold HFGO as of Q3 2023.

Twin Focus Capital Partners reported no remaining Hartford Large Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 10,700 Hartford Large Cap Growth ETF shares in Q3 2023, an estimated $165K.
Twin Focus Capital Partners first reported a position in Hartford Large Cap Growth ETF in Q2 2022 and held it in 5 quarters.
Twin Focus Capital Partners's Hartford Large Cap Growth ETF position peaked at $1M in Q1 2023.
5 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.