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Atria Wealth Solutions’s Haverty Furniture Companies HVT Stock Holding History

Atria Wealth Solutions’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
-17,667
Closed -$534K – 1915
2023
Q2 		$534K Buy
+17,667
New +$506K 0.01% 1125
2023
Q1 		– Sell
-17,680
Closed -$529K – 1900
2022
Q4 		$529K Buy
+17,680
New +$517K 0.01% 1052

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

Atria Wealth Solutions's HVT Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Haverty Furniture Companies (HVT) in Q3 2023, closing a stake of 17,667 shares — an estimated $534K sold.

Atria Wealth Solutions first reported a position in HVT in Q4 2022 and held it in 2 quarters. The position peaked at $534K in Q2 2023. 131 funds tracked by Wall St. Rank hold HVT as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Haverty Furniture Companies position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,667 Haverty Furniture Companies shares in Q3 2023, an estimated $534K.
  • Atria Wealth Solutions first reported a position in Haverty Furniture Companies in Q4 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Haverty Furniture Companies position peaked at $534K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.