Cambridge Investment Research Advisors’s Haverty Furniture Companies HVT Stock Holding History

Cambridge Investment Research 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	-10,622	Closed	-$321K	–	3199
2023 Q2	$321K	Buy	+10,622	New	+$304K	﹤0.01%	2477
2023 Q1	–	Sell	-7,297	Closed	-$218K	–	3196
2022 Q4	$218K	Buy	+7,297	New	+$213K	﹤0.01%	2684
2018 Q1	–	Sell	-24,509	Closed	-$555K	–	2189
2017 Q4	$555K	Buy	24,509 +4,801	+24%	+$116K	0.01%	1265
2017 Q3	$515K	Buy	+19,708	New	+$471K	0.01%	1242

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Investment Research Advisors's HVT Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Haverty Furniture Companies (HVT) in Q3 2023, closing a stake of 10,622 shares — an estimated $321K sold.

Cambridge Investment Research Advisors first reported a position in HVT in Q3 2017 and held it in 4 quarters. The position peaked at $555K in Q4 2017. 131 funds tracked by Wall St. Rank hold HVT as of Q3 2023.

Cambridge Investment Research Advisors reported no remaining Haverty Furniture Companies position as of Q3 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,622 Haverty Furniture Companies shares in Q3 2023, an estimated $321K.
Cambridge Investment Research Advisors first reported a position in Haverty Furniture Companies in Q3 2017 and held it in 4 quarters.
Cambridge Investment Research Advisors's Haverty Furniture Companies position peaked at $555K in Q4 2017.
131 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.