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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 – 904
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

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners's HBAN Position: Q4 2023 in Review

Concord Wealth Partners sold out of Huntington Bancshares (HBAN) in Q4 2023, closing a stake of 583 shares — an estimated $6.07K sold.

Concord Wealth Partners first reported a position in HBAN in Q2 2021 and held it in 8 quarters. The position peaked at $68.4K in Q4 2022. 934 funds tracked by Wall St. Rank hold HBAN as of Q4 2023.

  • Concord Wealth Partners reported no remaining Huntington Bancshares position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 583 Huntington Bancshares shares in Q4 2023, an estimated $6.07K.
  • Concord Wealth Partners first reported a position in Huntington Bancshares in Q2 2021 and held it in 8 quarters.
  • Concord Wealth Partners's Huntington Bancshares position peaked at $68.4K in Q4 2022.
  • 934 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.