AE Wealth Management’s HNI Corp HNI Stock Holding History

AE 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
2024 Q1	–	Sell	-8,776	Closed	-$363K	–	1516
2023 Q4	$363K	Buy	8,776 +162	+2%	+$6.17K	﹤0.01%	1611
2023 Q3	$298K	Hold	8,614	–	–	﹤0.01%	1614
2023 Q2	$243K	Buy	8,614 +87	+1%	+$2.31K	﹤0.01%	1679
2023 Q1	$237K	Buy	8,527 +89	+1%	+$2.64K	﹤0.01%	1656
2022 Q4	$240K	Buy	8,438 +79	+0.9%	+$2.25K	﹤0.01%	1599
2022 Q3	$222K	Buy	8,359 +75	+0.9%	+$2.49K	﹤0.01%	1581
2022 Q2	$287K	Buy	8,284 +59	+0.7%	+$2.14K	﹤0.01%	1454
2022 Q1	$305K	Buy	8,225 +1,148	+16%	+$46.3K	﹤0.01%	1418
2021 Q4	$298K	Buy	7,077 +54	+0.8%	+$2.16K	﹤0.01%	1450
2021 Q3	$258K	Buy	7,023 +57	+0.8%	+$2.21K	﹤0.01%	1423
2021 Q2	$306K	Buy	6,966 +47	+0.7%	+$2.04K	﹤0.01%	1338
2021 Q1	$274K	Buy	6,919 +52	+0.8%	+$1.91K	﹤0.01%	1290
2020 Q4	$237K	Buy	6,867 +56	+0.8%	+$2.01K	﹤0.01%	1221
2020 Q3	$214K	Buy	6,811 +65	+1%	+$2K	﹤0.01%	1160
2020 Q2	$206K	Buy	+6,746	New	+$172K	﹤0.01%	1145
2020 Q1	–	Sell	-6,667	Closed	-$250K	–	1183
2019 Q4	$250K	Hold	6,667	–	–	0.01%	978
2019 Q3	$237K	Hold	6,667	–	–	0.01%	870
2019 Q2	$236K	Buy	+6,667	New	+$240K	0.01%	844

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's HNI Position: Q1 2024 in Review

AE Wealth Management sold out of HNI Corp (HNI) in Q1 2024, closing a stake of 8,776 shares — an estimated $363K sold.

AE Wealth Management first reported a position in HNI in Q2 2019 and held it in 18 quarters. The position peaked at $363K in Q4 2023. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

AE Wealth Management reported no remaining HNI Corp position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 8,776 HNI Corp shares in Q1 2024, an estimated $363K.
AE Wealth Management first reported a position in HNI Corp in Q2 2019 and held it in 18 quarters.
AE Wealth Management's HNI Corp position peaked at $363K in Q4 2023.
229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.