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Accel Wealth Management’s HNI Corp HNI Stock Holding History

Accel Wealth Management’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-414
Closed -$11.5K – 465
2023
Q1 		$11.5K Buy
414
+5
+1% +$149 ﹤0.01% 849
2022
Q4 		$11.6K Buy
409
+4
+1% +$114 0.01% 677
2022
Q3 		$12K Hold
405
– – 0.01% 693
2022
Q2 		$14K Hold
405
– – 0.01% 626
2022
Q1 		$15K Buy
+405
New +$16.3K 0.01% 620

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's HNI Position: Q2 2023 in Review

Accel Wealth Management sold out of HNI Corp (HNI) in Q2 2023, closing a stake of 414 shares — an estimated $11.5K sold.

Accel Wealth Management first reported a position in HNI in Q1 2022 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 172 funds tracked by Wall St. Rank hold HNI as of Q2 2023.

  • Accel Wealth Management reported no remaining HNI Corp position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 414 HNI Corp shares in Q2 2023, an estimated $11.5K.
  • Accel Wealth Management first reported a position in HNI Corp in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's HNI Corp position peaked at $15K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held HNI Corp as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.