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First Trust Investment Solutions’s Haverty Furniture Companies HVT Stock Holding History

First Trust Investment Solutions’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
Q1 		– Sell
-144,000
Closed -$5.11M – 259
2023
Q4 		$5.11M Buy
+144,000
New +$4.4M 1.06% 29

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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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Investment Solutions's HVT Position: Q1 2024 in Review

First Trust Investment Solutions sold out of Haverty Furniture Companies (HVT) in Q1 2024, closing a stake of 144,000 shares — an estimated $5.11M sold.

First Trust Investment Solutions first reported a position in HVT in Q4 2023 and held it in 1 quarter. The position peaked at $5.11M in Q4 2023. 142 funds tracked by Wall St. Rank hold HVT as of Q1 2024.

  • First Trust Investment Solutions reported no remaining Haverty Furniture Companies position as of Q1 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 144,000 Haverty Furniture Companies shares in Q1 2024, an estimated $5.11M.
  • First Trust Investment Solutions first reported a position in Haverty Furniture Companies in Q4 2023 and held it in 1 quarter.
  • First Trust Investment Solutions's Haverty Furniture Companies position peaked at $5.11M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2024.

Based on First Trust Investment Solutions's 13F filing for Q1 2024, filed 14 May 2024.