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Cyndeo Wealth Partners’s Huntington Bancshares HBAN Stock Holding History

Cyndeo 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
Q2 		– Sell
-12,994
Closed -$146K – 335
2023
Q1 		$146K Hold
12,994
– – 0.02% 313
2022
Q4 		$183K Buy
+12,994
New +$188K 0.02% 303

Other funds holding HBAN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cyndeo Wealth Partners's HBAN Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of Huntington Bancshares (HBAN) in Q2 2023, closing a stake of 12,994 shares — an estimated $146K sold.

Cyndeo Wealth Partners first reported a position in HBAN in Q4 2022 and held it in 2 quarters. The position peaked at $183K in Q4 2022. 870 funds tracked by Wall St. Rank hold HBAN as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining Huntington Bancshares position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 12,994 Huntington Bancshares shares in Q2 2023, an estimated $146K.
  • Cyndeo Wealth Partners first reported a position in Huntington Bancshares in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Huntington Bancshares position peaked at $183K in Q4 2022.
  • 870 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.