Tradition Wealth Management’s HNI Corp HNI Stock Holding History

Tradition Wealth Management’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	-774	Closed	-$32K	–	739
2023 Q4	$32K	Hold	774	–	–	﹤0.01%	729
2023 Q3	$27K	Hold	774	–	–	﹤0.01%	765
2023 Q2	$22K	Hold	774	–	–	﹤0.01%	855
2023 Q1	$22K	Hold	774	–	–	﹤0.01%	816
2022 Q4	$22K	Hold	774	–	–	﹤0.01%	733
2022 Q3	$21K	Hold	774	–	–	﹤0.01%	742
2022 Q2	$27K	Hold	774	–	–	﹤0.01%	592
2022 Q1	$29K	Hold	774	–	–	﹤0.01%	636
2021 Q4	$33K	Hold	774	–	–	﹤0.01%	628
2021 Q3	$28K	Hold	774	–	–	﹤0.01%	653
2021 Q2	$34K	Hold	774	–	–	0.01%	630
2021 Q1	$31K	Hold	774	–	–	0.01%	541
2020 Q4	$27K	Buy	+774	New	+$27.8K	0.01%	527

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

Tradition Wealth Management's HNI Position: Q1 2024 in Review

Tradition Wealth Management sold out of HNI Corp (HNI) in Q1 2024, closing a stake of 774 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in HNI in Q4 2020 and held it in 13 quarters. The position peaked at $34K in Q2 2021. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

Tradition Wealth Management reported no remaining HNI Corp position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 774 HNI Corp shares in Q1 2024, an estimated $32K.
Tradition Wealth Management first reported a position in HNI Corp in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's HNI Corp position peaked at $34K in Q2 2021.
229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.