IWP
HNI icon

Icon Wealth Partners’s HNI Corp HNI Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$117K Buy
+3,368
New +$104K 0.01% 366
2019
Q2 		– Sell
-314
Closed -$11K – 423
2019
Q1 		$11K Buy
+314
New +$12.1K ﹤0.01% 650
2018
Q3 		– Sell
-774
Closed -$29K – 457
2018
Q2 		$29K Buy
+774
New +$28.3K 0.01% 502
2018
Q1 		– Sell
-965
Closed -$37K – 457
2017
Q4 		$37K Buy
+965
New +$35.3K 0.02% 481

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Icon Wealth Partners's HNI Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in HNI Corp (HNI) in Q3 2023: 3,368 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Icon Wealth Partners previously reported a position in HNI as recently as Q1 2019.

Icon Wealth Partners first reported a position in HNI in Q4 2017 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold HNI as of Q3 2023.

  • Icon Wealth Partners held 3,368 shares of HNI Corp worth $117K as of Q3 2023.
  • HNI Corp was a new Icon Wealth Partners position in Q3 2023.
  • HNI Corp made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #366 holding.
  • Icon Wealth Partners first reported a position in HNI Corp in Q4 2017 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held HNI Corp as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.