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One Wealth Advisors’s HNI Corp HNI Stock Holding History

One Wealth 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
2021
Q3 		– Sell
-5,165
Closed -$227K – 223
2021
Q2 		$227K Sell
5,165
-2,123
-29% -$92K 0.07% 156
2021
Q1 		$288K Buy
7,288
+652
+10% +$23.9K 0.11% 109
2020
Q4 		$229K Buy
+6,636
New +$238K 0.12% 109

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

One Wealth Advisors's HNI Position: Q3 2021 in Review

One Wealth Advisors sold out of HNI Corp (HNI) in Q3 2021, closing a stake of 5,165 shares — an estimated $227K sold.

One Wealth Advisors first reported a position in HNI in Q4 2020 and held it in 3 quarters. The position peaked at $288K in Q1 2021. 167 funds tracked by Wall St. Rank hold HNI as of Q3 2021.

  • One Wealth Advisors reported no remaining HNI Corp position as of Q3 2021 after selling out during the quarter.
  • One Wealth Advisors sold 5,165 HNI Corp shares in Q3 2021, an estimated $227K.
  • One Wealth Advisors first reported a position in HNI Corp in Q4 2020 and held it in 3 quarters.
  • One Wealth Advisors's HNI Corp position peaked at $288K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held HNI Corp as of Q3 2021.

Based on One Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.