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Venturi Wealth Management’s HNI Corp HNI Stock Holding History

Venturi 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
Q2 		– Sell
-33
Closed -$1.49K – 1509
2024
Q1 		$1.49K Buy
+33
New +$1.4K ﹤0.01% 1294

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Venturi Wealth Management's HNI Position: Q2 2024 in Review

Venturi Wealth Management sold out of HNI Corp (HNI) in Q2 2024, closing a stake of 33 shares — an estimated $1.49K sold.

Venturi Wealth Management first reported a position in HNI in Q1 2024 and held it in 1 quarter. The position peaked at $1.49K in Q1 2024. 218 funds tracked by Wall St. Rank hold HNI as of Q2 2024.

  • Venturi Wealth Management reported no remaining HNI Corp position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 33 HNI Corp shares in Q2 2024, an estimated $1.49K.
  • Venturi Wealth Management first reported a position in HNI Corp in Q1 2024 and held it in 1 quarter.
  • Venturi Wealth Management's HNI Corp position peaked at $1.49K in Q1 2024.
  • 218 funds tracked by Wall St. Rank held HNI Corp as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.