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ALPS Advisors’s Haverty Furniture Companies HVT Stock Holding History

ALPS Advisors’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
Q3 		– Sell
-9,875
Closed -$298K – 1053
2023
Q2 		$298K Buy
9,875
+75
+0.8% +$2.15K ﹤0.01% 880
2023
Q1 		$313K Buy
+9,800
New +$332K ﹤0.01% 834
2022
Q1 		– Sell
-10,986
Closed -$336K – 892
2021
Q4 		$336K Buy
10,986
+220
+2% +$7.09K ﹤0.01% 804
2021
Q3 		$363K Buy
+10,766
New +$401K ﹤0.01% 671

Other funds holding HVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Invesco
Invesco Atlanta, Georgia $1.02T 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

ALPS Advisors's HVT Position: Q3 2023 in Review

ALPS Advisors sold out of Haverty Furniture Companies (HVT) in Q3 2023, closing a stake of 9,875 shares — an estimated $298K sold.

ALPS Advisors first reported a position in HVT in Q3 2021 and held it in 4 quarters. The position peaked at $363K in Q3 2021. 131 funds tracked by Wall St. Rank hold HVT as of Q3 2023.

  • ALPS Advisors reported no remaining Haverty Furniture Companies position as of Q3 2023 after selling out during the quarter.
  • ALPS Advisors sold 9,875 Haverty Furniture Companies shares in Q3 2023, an estimated $298K.
  • ALPS Advisors first reported a position in Haverty Furniture Companies in Q3 2021 and held it in 4 quarters.
  • ALPS Advisors's Haverty Furniture Companies position peaked at $363K in Q3 2021.
  • 131 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2023.

Based on ALPS Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.