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Wealthcare Capital Management’s Hartford Financial Services HIG Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-69
Closed -$5K – 326
2021
Q1 		$5K Buy
+69
New +$3.73K ﹤0.01% 383
2020
Q1 		– Sell
-38
Closed -$2K – 428
2019
Q4 		$2K Buy
+38
New +$2.28K ﹤0.01% 472
2015
Q2 		– Sell
-43
Closed -$2K – 595
2015
Q1 		$2K Buy
+43
New +$1.76K ﹤0.01% 813

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's HIG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Hartford Financial Services (HIG) in Q2 2021, closing a stake of 69 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in HIG in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 669 funds tracked by Wall St. Rank hold HIG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Hartford Financial Services position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 69 Hartford Financial Services shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Hartford Financial Services in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Hartford Financial Services position peaked at $5K in Q1 2021.
  • 669 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.