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Sowell Financial Services’s HNI Corp HNI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-241
Closed -$11K – 1476
2021
Q1 		$11K Hold
241
– – ﹤0.01% 2275
2020
Q4 		$8K Hold
241
– – ﹤0.01% 2109
2020
Q3 		$8K Hold
241
– – ﹤0.01% 1866
2020
Q2 		$7K Hold
241
– – ﹤0.01% 1797
2020
Q1 		$6K Hold
241
– – ﹤0.01% 1762
2019
Q4 		$9K Hold
241
– – ﹤0.01% 1714
2019
Q3 		$9K Buy
+241
New +$7.99K ﹤0.01% 1560

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State Street
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Dimensional Fund Advisors
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Sowell Financial Services's HNI Position: Q2 2021 in Review

Sowell Financial Services sold out of HNI Corp (HNI) in Q2 2021, closing a stake of 241 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in HNI in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 177 funds tracked by Wall St. Rank hold HNI as of Q2 2021.

  • Sowell Financial Services reported no remaining HNI Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 241 HNI Corp shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in HNI Corp in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's HNI Corp position peaked at $11K in Q1 2021.
  • 177 funds tracked by Wall St. Rank held HNI Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.