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Capital Performance Advisors’s Haverty Furniture Companies HVT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-22
Closed -$604 – 1295
2024
Q3 		$604 Buy
+22
New +$591 ﹤0.01% 2160

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Vanguard Group
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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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's HVT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Haverty Furniture Companies (HVT) in Q4 2024, closing a stake of 22 shares — an estimated $604 sold.

Capital Performance Advisors first reported a position in HVT in Q3 2024 and held it in 1 quarter. The position peaked at $604 in Q3 2024. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Haverty Furniture Companies position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 22 Haverty Furniture Companies shares in Q4 2024, an estimated $604.
  • Capital Performance Advisors first reported a position in Haverty Furniture Companies in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Haverty Furniture Companies position peaked at $604 in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.