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Wealth Alliance Advisory Group’s HNI Corp HNI Stock Holding History

Wealth Alliance Advisory Group’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
Q3 		– Sell
-12,810
Closed -$577K – 202
2024
Q2 		$577K Sell
12,810
-334
-3% -$14.7K 0.13% 95
2024
Q1 		$593K Buy
13,144
+84
+0.6% +$3.56K 0.14% 94
2023
Q4 		$546K Sell
13,060
-292
-2% -$11.1K 0.14% 92
2023
Q3 		$462K Sell
13,352
-3,570
-21% -$110K 0.14% 93
2023
Q2 		$477K Buy
16,922
+1,243
+8% +$33K 0.17% 94
2023
Q1 		$437K Buy
15,679
+7,218
+85% +$214K 0.16% 99
2022
Q4 		$241K Buy
+8,461
New +$241K 0.09% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance Advisory Group's HNI Position: Q3 2024 in Review

Wealth Alliance Advisory Group sold out of HNI Corp (HNI) in Q3 2024, closing a stake of 12,810 shares — an estimated $577K sold.

Wealth Alliance Advisory Group first reported a position in HNI in Q4 2022 and held it in 7 quarters. The position peaked at $593K in Q1 2024. 240 funds tracked by Wall St. Rank hold HNI as of Q3 2024.

  • Wealth Alliance Advisory Group reported no remaining HNI Corp position as of Q3 2024 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 12,810 HNI Corp shares in Q3 2024, an estimated $577K.
  • Wealth Alliance Advisory Group first reported a position in HNI Corp in Q4 2022 and held it in 7 quarters.
  • Wealth Alliance Advisory Group's HNI Corp position peaked at $593K in Q1 2024.
  • 240 funds tracked by Wall St. Rank held HNI Corp as of Q3 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2024, filed 18 Oct 2024.