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Glassman Wealth Services’s HNI Corp HNI Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-16
Closed -$1K – 1764
2021
Q4 		$1K Buy
+16
New +$641 ﹤0.01% 1393
2019
Q3 		– Sell
-23
Closed -$1K – 1179
2019
Q2 		$1K Hold
23
– – ﹤0.01% 854
2019
Q1 		$1K Buy
+23
New +$885 ﹤0.01% 812

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Glassman Wealth Services's HNI Position: Q1 2022 in Review

Glassman Wealth Services sold out of HNI Corp (HNI) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in HNI in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 179 funds tracked by Wall St. Rank hold HNI as of Q1 2022.

  • Glassman Wealth Services reported no remaining HNI Corp position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 16 HNI Corp shares in Q1 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in HNI Corp in Q1 2019 and held it in 3 quarters.
  • Glassman Wealth Services's HNI Corp position peaked at $1K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held HNI Corp as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.