AWM
HVT icon

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

Avior 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
2024
Q2 		– Sell
-4
Closed -$136 – 2929
2024
Q1 		$136 Buy
+4
New +$136 ﹤0.01% 3046

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Avior Wealth Management's HVT Position: Q2 2024 in Review

Avior Wealth Management sold out of Haverty Furniture Companies (HVT) in Q2 2024, closing a stake of 4 shares — an estimated $136 sold.

Avior Wealth Management first reported a position in HVT in Q1 2024 and held it in 1 quarter. The position peaked at $136 in Q1 2024. 132 funds tracked by Wall St. Rank hold HVT as of Q2 2024.

  • Avior Wealth Management reported no remaining Haverty Furniture Companies position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 Haverty Furniture Companies shares in Q2 2024, an estimated $136.
  • Avior Wealth Management first reported a position in Haverty Furniture Companies in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Haverty Furniture Companies position peaked at $136 in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.