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Northwest Financial Advisors’s HNI Corp HNI Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-3,282
Closed -$177K – 287
2024
Q3 		$177K Buy
+3,282
New +$167K 0.14% 109
2024
Q1 		– Sell
-3,213
Closed -$134K – 263
2023
Q4 		$134K Buy
+3,213
New +$122K 0.11% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Financial Advisors's HNI Position: Q4 2024 in Review

Northwest Financial Advisors sold out of HNI Corp (HNI) in Q4 2024, closing a stake of 3,282 shares — an estimated $177K sold.

Northwest Financial Advisors first reported a position in HNI in Q4 2023 and held it in 2 quarters. The position peaked at $177K in Q3 2024. 227 funds tracked by Wall St. Rank hold HNI as of Q4 2024.

  • Northwest Financial Advisors reported no remaining HNI Corp position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,282 HNI Corp shares in Q4 2024, an estimated $177K.
  • Northwest Financial Advisors first reported a position in HNI Corp in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's HNI Corp position peaked at $177K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held HNI Corp as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.