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Avior Wealth Management’s HNI Corp HNI Stock Holding History

Avior 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
Q2 		– Sell
-9
Closed -$406 – 2907
2024
Q1 		$406 Buy
+9
New +$382 ﹤0.01% 2623
2021
Q1 		– Sell
-100
Closed -$3K – 1071
2020
Q4 		$3K Hold
100
– – ﹤0.01% 837
2020
Q3 		$3K Hold
100
– – ﹤0.01% 789
2020
Q2 		$3K Hold
100
– – ﹤0.01% 757
2020
Q1 		$2K Buy
+100
New +$3.32K ﹤0.01% 682

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's HNI Position: Q2 2024 in Review

Avior Wealth Management sold out of HNI Corp (HNI) in Q2 2024, closing a stake of 9 shares — an estimated $406 sold.

Avior Wealth Management first reported a position in HNI in Q1 2020 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 218 funds tracked by Wall St. Rank hold HNI as of Q2 2024.

  • Avior Wealth Management reported no remaining HNI Corp position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 HNI Corp shares in Q2 2024, an estimated $406.
  • Avior Wealth Management first reported a position in HNI Corp in Q1 2020 and held it in 5 quarters.
  • Avior Wealth Management's HNI Corp position peaked at $3K in Q4 2020.
  • 218 funds tracked by Wall St. Rank held HNI Corp as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.