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Financial Synergies Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-1,003
Closed -$14K – 224
2024
Q1 		$14K Buy
+1,003
New +$13K ﹤0.01% 227
2023
Q4 		– Sell
-977
Closed -$10.2K – 506
2023
Q3 		$10.2K Buy
977
+14
+1% +$157 ﹤0.01% 232
2023
Q2 		$10.4K Sell
963
-164
-15% -$1.75K ﹤0.01% 227
2023
Q1 		$12.6K Buy
+1,127
New +$15.7K ﹤0.01% 220

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Financial Synergies Wealth Advisors's HBAN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Huntington Bancshares (HBAN) in Q2 2024, closing a stake of 1,003 shares — an estimated $14K sold.

Financial Synergies Wealth Advisors first reported a position in HBAN in Q1 2023 and held it in 4 quarters. The position peaked at $14K in Q1 2024. 920 funds tracked by Wall St. Rank hold HBAN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Huntington Bancshares position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,003 Huntington Bancshares shares in Q2 2024, an estimated $14K.
  • Financial Synergies Wealth Advisors first reported a position in Huntington Bancshares in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Huntington Bancshares position peaked at $14K in Q1 2024.
  • 920 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.