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Belpointe Asset Management’s HNI Corp HNI Stock Holding History

Belpointe Asset 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
-695
Closed -$19.3K – 1769
2023
Q1 		$19.3K Buy
695
+190
+38% +$5.64K ﹤0.01% 2325
2022
Q4 		$14.4K Buy
+505
New +$14.4K ﹤0.01% 2429

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

Belpointe Asset Management's HNI Position: Q2 2023 in Review

Belpointe Asset Management sold out of HNI Corp (HNI) in Q2 2023, closing a stake of 695 shares — an estimated $19.3K sold.

Belpointe Asset Management first reported a position in HNI in Q4 2022 and held it in 2 quarters. The position peaked at $19.3K in Q1 2023. 172 funds tracked by Wall St. Rank hold HNI as of Q2 2023.

  • Belpointe Asset Management reported no remaining HNI Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 695 HNI Corp shares in Q2 2023, an estimated $19.3K.
  • Belpointe Asset Management first reported a position in HNI Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's HNI Corp position peaked at $19.3K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held HNI Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.