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WealthPLAN Partners’s Hartford Financial Services HIG Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-333
Closed -$24K – 651
2023
Q2 		$24K Hold
333
– – ﹤0.01% 643
2023
Q1 		$23.2K Buy
+333
New +$24.7K ﹤0.01% 696
2016
Q3 		$66K Sell
1,507
-208
-12% -$8.71K 0.02% 289
2016
Q2 		$66.9K Buy
+1,715
New +$76.6K 0.01% 773
2015
Q4 		$61K Buy
+4,200
New +$193K 0.01% 563

Other funds holding HIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's HIG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hartford Financial Services (HIG) in Q3 2023, closing a stake of 333 shares — an estimated $24K sold.

WealthPLAN Partners first reported a position in HIG in Q4 2015 and held it in 5 quarters. The position peaked at $66.9K in Q2 2016. 776 funds tracked by Wall St. Rank hold HIG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Hartford Financial Services position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 333 Hartford Financial Services shares in Q3 2023, an estimated $24K.
  • WealthPLAN Partners first reported a position in Hartford Financial Services in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Hartford Financial Services position peaked at $66.9K in Q2 2016.
  • 776 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.