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CM Wealth Advisors’s Hooker Furnishings Corp HOFT Stock Holding History

CM Wealth Advisors’s Portfolio HOFT Stock Details HOFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-86,288
Closed -$1.38M – 284
2023
Q1 		$1.38M Buy
+86,288
New +$1.74M 0.27% 96

Other funds holding HOFT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CM Wealth Advisors's HOFT Position: Q2 2023 in Review

CM Wealth Advisors sold out of Hooker Furnishings Corp (HOFT) in Q2 2023, closing a stake of 86,288 shares — an estimated $1.38M sold.

CM Wealth Advisors first reported a position in HOFT in Q1 2023 and held it in 1 quarter. The position peaked at $1.38M in Q1 2023. 77 funds tracked by Wall St. Rank hold HOFT as of Q2 2023.

  • CM Wealth Advisors reported no remaining Hooker Furnishings Corp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 86,288 Hooker Furnishings Corp shares in Q2 2023, an estimated $1.38M.
  • CM Wealth Advisors first reported a position in Hooker Furnishings Corp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Hooker Furnishings Corp position peaked at $1.38M in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Hooker Furnishings Corp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.