WFA
HNI icon

West Financial Advisors’s HNI Corp HNI Stock Holding History

West Financial Advisors’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
2023
Q4 		– Sell
-64
Closed -$2.22K – 179
2023
Q3 		$2.22K Hold
64
– – ﹤0.01% 172
2023
Q2 		$1.8K Buy
+64
New +$1.7K ﹤0.01% 155

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

West Financial Advisors's HNI Position: Q4 2023 in Review

West Financial Advisors sold out of HNI Corp (HNI) in Q4 2023, closing a stake of 64 shares — an estimated $2.22K sold.

West Financial Advisors first reported a position in HNI in Q2 2023 and held it in 2 quarters. The position peaked at $2.22K in Q3 2023. 212 funds tracked by Wall St. Rank hold HNI as of Q4 2023.

  • West Financial Advisors reported no remaining HNI Corp position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 64 HNI Corp shares in Q4 2023, an estimated $2.22K.
  • West Financial Advisors first reported a position in HNI Corp in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's HNI Corp position peaked at $2.22K in Q3 2023.
  • 212 funds tracked by Wall St. Rank held HNI Corp as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.