TFO Wealth Partners’s HNI Corp HNI Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-6	Closed	-$169	–	998
2023 Q3	$169	Buy	+6	New	+$185	﹤0.01%	883

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TFO Wealth Partners's HNI Position: Q4 2023 in Review

TFO Wealth Partners sold out of HNI Corp (HNI) in Q4 2023, closing a stake of 6 shares — an estimated $169 sold.

TFO Wealth Partners first reported a position in HNI in Q3 2023 and held it in 1 quarter. The position peaked at $169 in Q3 2023. 212 funds tracked by Wall St. Rank hold HNI as of Q4 2023.

TFO Wealth Partners reported no remaining HNI Corp position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 6 HNI Corp shares in Q4 2023, an estimated $169.
TFO Wealth Partners first reported a position in HNI Corp in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's HNI Corp position peaked at $169 in Q3 2023.
212 funds tracked by Wall St. Rank held HNI Corp as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.