WIM
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WealthPlan Investment Management’s Hartford Financial Services HIG Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-1,400
Closed -$101K – 236
2023
Q2 		$101K Hold
1,400
– – 0.03% 153
2023
Q1 		$97.6K Buy
+1,400
New +$104K 0.02% 200

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthPlan Investment Management's HIG Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Hartford Financial Services (HIG) in Q3 2023, closing a stake of 1,400 shares — an estimated $101K sold.

WealthPlan Investment Management first reported a position in HIG in Q1 2023 and held it in 2 quarters. The position peaked at $101K in Q2 2023. 773 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Hartford Financial Services position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,400 Hartford Financial Services shares in Q3 2023, an estimated $101K.
  • WealthPlan Investment Management first reported a position in Hartford Financial Services in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Hartford Financial Services position peaked at $101K in Q2 2023.
  • 773 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.