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Sutton Wealth Advisors’s HNI Corp HNI Stock Holding History

Sutton 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
2023
Q1 		– Sell
-410
Closed -$11.7K – 1136
2022
Q4 		$11.7K Buy
410
+383
+1,419% +$10.9K ﹤0.01% 889
2022
Q3 		$716 Sell
27
-285
-91% -$9.45K ﹤0.01% 1392
2022
Q2 		$10.8K Buy
312
+5
+2% +$182 ﹤0.01% 879
2022
Q1 		$11.4K Sell
307
-7
-2% -$282 ﹤0.01% 901
2021
Q4 		$13.2K Buy
314
+10
+3% +$401 ﹤0.01% 841
2021
Q3 		$11.2K Sell
304
-124
-29% -$4.8K ﹤0.01% 870
2021
Q2 		$18.8K Buy
+428
New +$18.6K 0.01% 725

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's HNI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of HNI Corp (HNI) in Q1 2023, closing a stake of 410 shares — an estimated $11.7K sold.

Sutton Wealth Advisors first reported a position in HNI in Q2 2021 and held it in 7 quarters. The position peaked at $18.8K in Q2 2021. 175 funds tracked by Wall St. Rank hold HNI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining HNI Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 410 HNI Corp shares in Q1 2023, an estimated $11.7K.
  • Sutton Wealth Advisors first reported a position in HNI Corp in Q2 2021 and held it in 7 quarters.
  • Sutton Wealth Advisors's HNI Corp position peaked at $18.8K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held HNI Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.