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Curi Wealth Management’s Haverty Furniture Companies HVT Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-5
Closed – – 414
2022
Q2 		$0 Sell
5
-4
-44% -$107 ﹤0.01% 672
2022
Q1 		$0 Buy
9
+2
+29% +$58 ﹤0.01% 575
2021
Q4 		$0 Buy
+7
New +$226 ﹤0.01% 537

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's HVT Position: Q3 2022 in Review

Curi Wealth Management sold out of Haverty Furniture Companies (HVT) in Q3 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in HVT in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 158 funds tracked by Wall St. Rank hold HVT as of Q3 2022.

  • Curi Wealth Management reported no remaining Haverty Furniture Companies position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5 Haverty Furniture Companies shares in Q3 2022.
  • Curi Wealth Management first reported a position in Haverty Furniture Companies in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Haverty Furniture Companies position peaked at $0 in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.