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Wescott Financial Advisory Group’s Huntington Bancshares HBAN Stock Holding History

Wescott Financial Advisory Group’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
2023
Q1 		– Sell
-14,129
Closed -$199K – 162
2022
Q4 		$199K Hold
14,129
– – 0.04% 148
2022
Q3 		$186K Buy
+14,129
New +$189K 0.05% 131

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wescott Financial Advisory Group's HBAN Position: Q1 2023 in Review

Wescott Financial Advisory Group sold out of Huntington Bancshares (HBAN) in Q1 2023, closing a stake of 14,129 shares — an estimated $199K sold.

Wescott Financial Advisory Group first reported a position in HBAN in Q3 2022 and held it in 2 quarters. The position peaked at $199K in Q4 2022. 902 funds tracked by Wall St. Rank hold HBAN as of Q1 2023.

  • Wescott Financial Advisory Group reported no remaining Huntington Bancshares position as of Q1 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 14,129 Huntington Bancshares shares in Q1 2023, an estimated $199K.
  • Wescott Financial Advisory Group first reported a position in Huntington Bancshares in Q3 2022 and held it in 2 quarters.
  • Wescott Financial Advisory Group's Huntington Bancshares position peaked at $199K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2023, filed 10 May 2023.