Hartford Capital Apprec-YHCAYX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$55.19avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Hartford Capital Apprec-Y (HCAYX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($517K).
- Company
- Hartford Capital Apprec-Y
- CUSIP
- 416645604
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.14% | No change | 9,368 | $517K |
"% of holder's portfolio" is HCAYX's weight in each manager's 13F, not the share of Hartford Capital Apprec-Y the manager owns.