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Concord Wealth Partners’s HNI Corp HNI Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-13
Closed – – 1291
2022
Q1 		$0 Hold
13
– – ﹤0.01% 1326
2021
Q4 		$1K Buy
+13
New +$521 ﹤0.01% 1224
2021
Q3 		– Sell
-24
Closed -$1K – 954
2021
Q2 		$1K Buy
+24
New +$1.04K ﹤0.01% 973

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concord Wealth Partners's HNI Position: Q2 2022 in Review

Concord Wealth Partners sold out of HNI Corp (HNI) in Q2 2022, closing a stake of 13 shares.

Concord Wealth Partners first reported a position in HNI in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 165 funds tracked by Wall St. Rank hold HNI as of Q2 2022.

  • Concord Wealth Partners reported no remaining HNI Corp position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 13 HNI Corp shares in Q2 2022.
  • Concord Wealth Partners first reported a position in HNI Corp in Q2 2021 and held it in 3 quarters.
  • Concord Wealth Partners's HNI Corp position peaked at $1K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held HNI Corp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.