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Concord Wealth Partners’s Huntington Bancshares HBAN Stock Holding History

Concord Wealth Partners’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-583
Closed -$6.07K – 908
2023
Q3 		$6.07K Hold
583
– – ﹤0.01% 689
2023
Q2 		$6.29K Buy
+583
New +$6.23K ﹤0.01% 669
2023
Q1 		– Sell
-4,849
Closed -$67.5K – 988
2022
Q4 		$68.4K Buy
+4,849
New +$70.2K 0.02% 312
2022
Q3 		– Sell
-2,135
Closed -$26K – 561
2022
Q2 		$26K Buy
2,135
+894
+72% +$11.9K 0.01% 482
2022
Q1 		$18K Buy
1,241
+561
+83% +$8.78K ﹤0.01% 652
2021
Q4 		$10K Buy
680
+647
+1,961% +$10.2K ﹤0.01% 781
2021
Q3 		$1K Sell
33
-501
-94% -$7.37K ﹤0.01% 834
2021
Q2 		$8K Buy
+534
New +$8.17K ﹤0.01% 660

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return