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Belpointe Asset Management’s Haverty Furniture Companies HVT Stock Holding History

Belpointe Asset 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
2025
Q1 		– Sell
-17,527
Closed -$480K – 972
2024
Q4 		$480K Sell
17,527
-2,405
-12% -$57K 0.03% 521
2024
Q3 		$548K Buy
19,932
+4,474
+29% +$120K 0.03% 481
2024
Q2 		$391K Buy
15,458
+652
+4% +$18.8K 0.03% 512
2024
Q1 		$505K Buy
14,806
+280
+2% +$9.52K 0.04% 433
2023
Q4 		$516K Buy
14,526
+77
+0.5% +$2.35K 0.05% 359
2023
Q3 		$416K Buy
+14,449
New +$460K 0.04% 381
2023
Q2 		– Sell
-16,990
Closed -$542K – 1803
2023
Q1 		$542K Buy
16,990
+1,062
+7% +$36K 0.03% 531
2022
Q4 		$476K Buy
15,928
+648
+4% +$18.9K 0.03% 559
2022
Q3 		$380K Buy
15,280
+1,217
+9% +$33K 0.03% 606
2022
Q2 		$326K Buy
14,063
+3,129
+29% +$83.4K 0.02% 643
2022
Q1 		$300K Buy
+10,934
New +$317K 0.02% 723

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Belpointe Asset Management's HVT Position: Q1 2025 in Review

Belpointe Asset Management sold out of Haverty Furniture Companies (HVT) in Q1 2025, closing a stake of 17,527 shares — an estimated $480K sold.

Belpointe Asset Management first reported a position in HVT in Q1 2022 and held it in 11 quarters. The position peaked at $548K in Q3 2024. 123 funds tracked by Wall St. Rank hold HVT as of Q1 2025.

  • Belpointe Asset Management reported no remaining Haverty Furniture Companies position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 17,527 Haverty Furniture Companies shares in Q1 2025, an estimated $480K.
  • Belpointe Asset Management first reported a position in Haverty Furniture Companies in Q1 2022 and held it in 11 quarters.
  • Belpointe Asset Management's Haverty Furniture Companies position peaked at $548K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.