SYSTM Wealth Solutions’s HNI Corp HNI Stock Holding History

SYSTM Wealth Solutions’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 Q1	–	Sell	-343	Closed	-$14.3K	–	1016
2023 Q4	$14.3K	Buy	+343	New	+$13.1K	﹤0.01%	783

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SYSTM Wealth Solutions's HNI Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of HNI Corp (HNI) in Q1 2024, closing a stake of 343 shares — an estimated $14.3K sold.

SYSTM Wealth Solutions first reported a position in HNI in Q4 2023 and held it in 1 quarter. The position peaked at $14.3K in Q4 2023. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

SYSTM Wealth Solutions reported no remaining HNI Corp position as of Q1 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 343 HNI Corp shares in Q1 2024, an estimated $14.3K.
SYSTM Wealth Solutions first reported a position in HNI Corp in Q4 2023 and held it in 1 quarter.
SYSTM Wealth Solutions's HNI Corp position peaked at $14.3K in Q4 2023.
229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.