Advisory Services Network’s Haverty Furniture Companies HVT Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-2,180	Closed	-$77.4K	–	2445
2023 Q4	$77.4K	Buy	+2,180	New	+$66.6K	﹤0.01%	1781
2023 Q2	–	Sell	-2,710	Closed	-$86.5K	–	2432
2023 Q1	$86.5K	Sell	2,710 -773	-22%	-$26.2K	﹤0.01%	1734
2022 Q4	$104K	Buy	+3,483	New	+$102K	﹤0.01%	1596
2021 Q3	–	Sell	-9	Closed	–	–	2235
2021 Q2	$0	Buy	+9	New	+$394	﹤0.01%	3617
2020 Q4	–	Sell	-52	Closed	-$1.37K	–	3473
2020 Q3	$1K	Buy	+52	New	+$942	﹤0.01%	3327
2018 Q2	–	Sell	-7	Closed	–	–	2577
2018 Q1	$0	Hold	7	–	–	﹤0.01%	2647
2017 Q4	$0	Hold	7	–	–	﹤0.01%	2575
2017 Q3	$0	Buy	+7	New	+$167	﹤0.01%	2378

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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Advisory Services Network's HVT Position: Q1 2024 in Review

Advisory Services Network sold out of Haverty Furniture Companies (HVT) in Q1 2024, closing a stake of 2,180 shares — an estimated $77.4K sold.

Advisory Services Network first reported a position in HVT in Q3 2017 and held it in 8 quarters. The position peaked at $104K in Q4 2022. 142 funds tracked by Wall St. Rank hold HVT as of Q1 2024.

Advisory Services Network reported no remaining Haverty Furniture Companies position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 2,180 Haverty Furniture Companies shares in Q1 2024, an estimated $77.4K.
Advisory Services Network first reported a position in Haverty Furniture Companies in Q3 2017 and held it in 8 quarters.
Advisory Services Network's Haverty Furniture Companies position peaked at $104K in Q4 2022.
142 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.