Accel Wealth Management’s Haverty Furniture Companies HVT Stock Holding History

Accel Wealth Management’s Portfolio HVT Stock Details HVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-500	Closed	-$16K	–	478
2023 Q1	$16K	Hold	500	–	–	0.01%	768
2022 Q4	$14.9K	Hold	500	–	–	0.01%	615
2022 Q3	$13K	Hold	500	–	–	0.01%	674
2022 Q2	$12K	Hold	500	–	–	0.01%	662
2022 Q1	$14K	Hold	500	–	–	0.01%	639
2021 Q4	$15K	Hold	500	–	–	0.01%	623
2021 Q3	$17K	Hold	500	–	–	0.01%	537
2021 Q2	$21K	Buy	500 +68	+16%	+$2.97K	0.01%	528
2021 Q1	$16K	Buy	432 +200	+86%	+$6.91K	0.01%	559
2020 Q4	$6K	Buy	+232	New	+$6.13K	0.01%	690

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accel Wealth Management's HVT Position: Q2 2023 in Review

Accel Wealth Management sold out of Haverty Furniture Companies (HVT) in Q2 2023, closing a stake of 500 shares — an estimated $16K sold.

Accel Wealth Management first reported a position in HVT in Q4 2020 and held it in 10 quarters. The position peaked at $21K in Q2 2021. 144 funds tracked by Wall St. Rank hold HVT as of Q2 2023.

Accel Wealth Management reported no remaining Haverty Furniture Companies position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 500 Haverty Furniture Companies shares in Q2 2023, an estimated $16K.
Accel Wealth Management first reported a position in Haverty Furniture Companies in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Haverty Furniture Companies position peaked at $21K in Q2 2021.
144 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.