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Curi Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-569
Closed -$7K – 403
2022
Q2 		$7K Buy
569
+559
+5,590% +$7.42K ﹤0.01% 420
2022
Q1 		$0 Hold
10
– – ﹤0.01% 568
2021
Q4 		$0 Buy
+10
New +$158 ﹤0.01% 531
2021
Q1 		– Sell
-10
Closed – – 259
2020
Q4 		$0 Buy
+10
New +$114 ﹤0.01% 441

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's HBAN Position: Q3 2022 in Review

Curi Wealth Management sold out of Huntington Bancshares (HBAN) in Q3 2022, closing a stake of 569 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in HBAN in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 874 funds tracked by Wall St. Rank hold HBAN as of Q3 2022.

  • Curi Wealth Management reported no remaining Huntington Bancshares position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 569 Huntington Bancshares shares in Q3 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in Huntington Bancshares in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Huntington Bancshares position peaked at $7K in Q2 2022.
  • 874 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.