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TCI Wealth Advisors’s HNI Corp HNI Stock Holding History

TCI 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
2022
Q4 		– Sell
-195
Closed -$5K – 2572
2022
Q3 		$5K Hold
195
– – ﹤0.01% 1459
2022
Q2 		$7K Sell
195
-82
-30% -$2.98K ﹤0.01% 1243
2022
Q1 		$10K Buy
277
+82
+42% +$3.31K ﹤0.01% 1093
2021
Q4 		$8K Hold
195
– – ﹤0.01% 1328
2021
Q3 		$7K Hold
195
– – ﹤0.01% 1354
2021
Q2 		$9K Hold
195
– – ﹤0.01% 1032
2021
Q1 		$8K Buy
+195
New +$7.15K ﹤0.01% 978

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

TCI Wealth Advisors's HNI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of HNI Corp (HNI) in Q4 2022, closing a stake of 195 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in HNI in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 171 funds tracked by Wall St. Rank hold HNI as of Q4 2022.

  • TCI Wealth Advisors reported no remaining HNI Corp position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 195 HNI Corp shares in Q4 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in HNI Corp in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's HNI Corp position peaked at $10K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held HNI Corp as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.