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Wealthspire Advisors (Maryland)’s Huntington Bancshares HBAN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$100K Buy
+10,940
New +$102K ﹤0.01% 468
2020
Q2 		– Sell
-10,181
Closed -$84K – 457
2020
Q1 		$84K Buy
+10,181
New +$125K 0.01% 414
2019
Q4 		– Sell
-10,690
Closed -$153K – 505
2019
Q3 		$153K Buy
+10,690
New +$146K 0.01% 453
2019
Q2 		– Sell
-9,976
Closed -$127K – 1101
2019
Q1 		$127K Buy
9,976
+705
+8% +$9.47K 0.01% 559
2018
Q4 		$111K Buy
9,271
+4,779
+106% +$66.3K 0.01% 572
2018
Q3 		$67K Buy
4,492
+107
+2% +$1.67K 0.01% 854
2018
Q2 		$65K Sell
4,385
-5,024
-53% -$75.6K 0.01% 881
2018
Q1 		$142K Sell
9,409
-1,482
-14% -$23.3K 0.01% 584
2017
Q4 		$159K Buy
10,891
+322
+3% +$4.52K 0.02% 566
2017
Q3 		$148K Buy
10,569
+187
+2% +$2.46K 0.02% 571
2017
Q2 		$140K Buy
10,382
+834
+9% +$10.8K 0.02% 567
2017
Q1 		$128K Buy
9,548
+7,521
+371% +$103K 0.02% 512
2016
Q4 		$27K Sell
2,027
-750
-27% -$8.74K ﹤0.01% 938
2016
Q3 		$27K Buy
2,777
+36
+1% +$343 ﹤0.01% 970
2016
Q2 		$25K Sell
2,741
-366
-12% -$3.6K ﹤0.01% 923
2016
Q1 		$30K Buy
3,107
+522
+20% +$4.81K 0.01% 836
2015
Q4 		$29K Buy
+2,585
New +$28.9K 0.01% 850

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HBAN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Huntington Bancshares (HBAN) in Q3 2020: 10,940 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in HBAN as recently as Q1 2020.

Wealthspire Advisors (Maryland) first reported a position in HBAN in Q4 2015 and has held it in 17 quarters since. The position peaked at $159K in Q4 2017. 651 funds tracked by Wall St. Rank hold HBAN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 10,940 shares of Huntington Bancshares worth $100K as of Q3 2020.
  • Huntington Bancshares was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Huntington Bancshares made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #468 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Huntington Bancshares in Q4 2015 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s Huntington Bancshares position peaked at $159K in Q4 2017.
  • 651 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.