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Primoris Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History

Primoris Wealth Advisors’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,517
Closed -$219K – 70
2022
Q4 		$219K Sell
15,517
-75
-0.5% -$1.08K 0.34% 53
2022
Q3 		$207K Sell
15,592
-71,025
-82% -$949K 0.37% 52
2022
Q2 		$1.04M Sell
86,617
-11,650
-12% -$155K 1.5% 20
2022
Q1 		$1.44M Buy
+98,267
New +$1.54M 1.34% 25

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Primoris Wealth Advisors's HBAN Position: Q1 2023 in Review

Primoris Wealth Advisors sold out of Huntington Bancshares (HBAN) in Q1 2023, closing a stake of 15,517 shares — an estimated $219K sold.

Primoris Wealth Advisors first reported a position in HBAN in Q1 2022 and held it in 4 quarters. The position peaked at $1.44M in Q1 2022. 901 funds tracked by Wall St. Rank hold HBAN as of Q1 2023.

  • Primoris Wealth Advisors reported no remaining Huntington Bancshares position as of Q1 2023 after selling out during the quarter.
  • Primoris Wealth Advisors sold 15,517 Huntington Bancshares shares in Q1 2023, an estimated $219K.
  • Primoris Wealth Advisors first reported a position in Huntington Bancshares in Q1 2022 and held it in 4 quarters.
  • Primoris Wealth Advisors's Huntington Bancshares position peaked at $1.44M in Q1 2022.
  • 901 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2023.

Based on Primoris Wealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.