BerganKDV Wealth Management’s HNI Corp HNI Stock Holding History

BerganKDV 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
2021 Q3	–	Sell	-1,000	Closed	-$44K	–	1069
2021 Q2	$44K	Buy	+1,000	New	+$43.3K	0.01%	405

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's HNI Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of HNI Corp (HNI) in Q3 2021, closing a stake of 1,000 shares — an estimated $44K sold.

BerganKDV Wealth Management first reported a position in HNI in Q2 2021 and held it in 1 quarter. The position peaked at $44K in Q2 2021. 167 funds tracked by Wall St. Rank hold HNI as of Q3 2021.

BerganKDV Wealth Management reported no remaining HNI Corp position as of Q3 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 1,000 HNI Corp shares in Q3 2021, an estimated $44K.
BerganKDV Wealth Management first reported a position in HNI Corp in Q2 2021 and held it in 1 quarter.
BerganKDV Wealth Management's HNI Corp position peaked at $44K in Q2 2021.
167 funds tracked by Wall St. Rank held HNI Corp as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.