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Harvest Group Wealth Management’s HNI Corp HNI Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-62
Closed -$2K – 317
2020
Q4 		$2K Hold
62
– – ﹤0.01% 363
2020
Q3 		$2K Hold
62
– – ﹤0.01% 348
2020
Q2 		$1K Hold
62
– – ﹤0.01% 385
2020
Q1 		$1K Sell
62
-4
-6% -$133 ﹤0.01% 391
2019
Q4 		$2K Buy
+66
New +$2.52K ﹤0.01% 620
2019
Q2 		– Sell
-67
Closed -$2K – 950
2019
Q1 		$2K Buy
+67
New +$2.58K ﹤0.01% 629

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's HNI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of HNI Corp (HNI) in Q1 2021, closing a stake of 62 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in HNI in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 178 funds tracked by Wall St. Rank hold HNI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining HNI Corp position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 62 HNI Corp shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in HNI Corp in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's HNI Corp position peaked at $2K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held HNI Corp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.