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B. Riley Wealth Advisors’s Haverty Furniture Companies HVT Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-7,622
Closed -$228K – 1568
2022
Q4 		$228K Buy
+7,622
New +$223K 0.01% 1178

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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

B. Riley Wealth Advisors's HVT Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Haverty Furniture Companies (HVT) in Q1 2023, closing a stake of 7,622 shares — an estimated $228K sold.

B. Riley Wealth Advisors first reported a position in HVT in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 155 funds tracked by Wall St. Rank hold HVT as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Haverty Furniture Companies position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,622 Haverty Furniture Companies shares in Q1 2023, an estimated $228K.
  • B. Riley Wealth Advisors first reported a position in Haverty Furniture Companies in Q4 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Haverty Furniture Companies position peaked at $228K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.