Hartford Capital Apprec-YHCAYX
13F holders, Q1 2024 (March 31)1holders
$54.01avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Hartford Capital Apprec-Y (HCAYX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($506K).
- Company
- Hartford Capital Apprec-Y
- CUSIP
- 416645604
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.14% | No change | 9,368 | $506K |
"% of holder's portfolio" is HCAYX's weight in each manager's 13F, not the share of Hartford Capital Apprec-Y the manager owns.