Cetera Advisors’s HNI Corp HNI Stock Holding History

Cetera Advisors’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	$351K	Buy	7,779 +1,187	+18%	+$50.3K	﹤0.01%	1833
2023 Q4	$276K	Buy	6,592 +39	+0.6%	+$1.49K	﹤0.01%	1471
2023 Q3	$227K	Buy	+6,553	New	+$202K	﹤0.01%	1476
2022 Q3	–	Sell	-6,472	Closed	-$225K	–	1400
2022 Q2	$225K	Hold	6,472	–	–	0.01%	1181
2022 Q1	$240K	Hold	6,472	–	–	﹤0.01%	1218
2021 Q4	$272K	Sell	6,472 -6,366	-50%	-$255K	0.01%	1168
2021 Q3	$471K	Buy	12,838 +6,366	+98%	+$246K	0.01%	902
2021 Q2	$285K	Hold	6,472	–	–	0.01%	1074
2021 Q1	$256K	Hold	6,472	–	–	0.01%	1034
2020 Q4	$223K	Sell	6,472 -179	-3%	-$6.43K	0.01%	941
2020 Q3	$209K	Hold	6,651	–	–	0.01%	867
2020 Q2	$203K	Buy	+6,651	New	+$169K	0.01%	837
2020 Q1	–	Sell	-6,472	Closed	-$243K	–	878
2019 Q4	$243K	Hold	6,472	–	–	0.01%	792
2019 Q3	$230K	Hold	6,472	–	–	0.01%	778
2019 Q2	$230K	Hold	6,472	–	–	0.01%	803
2019 Q1	$235K	Hold	6,472	–	–	0.01%	717
2018 Q4	$230K	Buy	+6,472	New	+$246K	0.01%	713

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

Cetera Advisors's HNI Position: Q1 2024 in Review

Cetera Advisors increased its HNI Corp (HNI) stake by 18% in Q1 2024, buying an estimated $50.3K and bringing the position to 7,779 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Cetera Advisors first reported a position in HNI in Q4 2018 and has held it in 17 quarters since. The position peaked at $471K in Q3 2021. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

Cetera Advisors held 7,779 shares of HNI Corp worth $351K as of Q1 2024.
Cetera Advisors bought 1,187 HNI Corp shares in Q1 2024, an estimated $50.3K.
HNI Corp made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1833 holding.
Cetera Advisors first reported a position in HNI Corp in Q4 2018 and has held it in 17 quarters since.
Cetera Advisors's HNI Corp position peaked at $471K in Q3 2021.
229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.