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Hartford Capital Appreciation Y shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Hartford Capital Appreciation Y (HCAYX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Hartford Capital Appreciation Y

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All positions including Hartford Capital Appreciation Y held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Capital Appreciation Y by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $416k 9.4k 44.42
2023-06-30 $439k 9.4k 46.86
2023-03-31 $440k 10k 43.95
2022-12-31 $418k 10k 41.70
2022-09-30 $396k 10k 39.56
2022-06-30 $419k 10k 41.86
2022-03-31 $501k 10k 50.06
2021-12-31 $532k 10k 53.15
2021-09-30 $572k 10k 56.68
2021-06-30 $577k 10k 57.18
2021-03-31 $571k 10k 56.59

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iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors