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

ForthRight 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
2024 Q2	–	Sell	-7,000	Closed	-$239K	–	68
2024 Q1	$239K	Hold	7,000	–	–	0.09%	59
2023 Q4	$249K	Hold	7,000	–	–	0.1%	51
2023 Q3	$201K	Sell	7,000 -400	-5%	-$12.7K	0.09%	55
2023 Q2	$224K	Hold	7,400	–	–	0.09%	54
2023 Q1	$236K	Sell	7,400 -200	-3%	-$6.78K	0.11%	47
2022 Q4	$227K	Buy	+7,600	New	+$222K	0.12%	47
2022 Q2	–	Sell	-8,000	Closed	-$219K	–	48
2022 Q1	$219K	Hold	8,000	–	–	0.11%	42
2021 Q4	$245K	Hold	8,000	–	–	0.13%	37
2021 Q3	$270K	Hold	8,000	–	–	0.16%	35
2021 Q2	$342K	Hold	8,000	–	–	0.22%	27
2021 Q1	$298K	Hold	8,000	–	–	0.2%	27
2020 Q4	$221K	Buy	+8,000	New	+$211K	0.17%	29

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

ForthRight Wealth Management's HVT Position: Q2 2024 in Review

ForthRight Wealth Management sold out of Haverty Furniture Companies (HVT) in Q2 2024, closing a stake of 7,000 shares — an estimated $239K sold.

ForthRight Wealth Management first reported a position in HVT in Q4 2020 and held it in 12 quarters. The position peaked at $342K in Q2 2021. 132 funds tracked by Wall St. Rank hold HVT as of Q2 2024.

ForthRight Wealth Management reported no remaining Haverty Furniture Companies position as of Q2 2024 after selling out during the quarter.
ForthRight Wealth Management sold 7,000 Haverty Furniture Companies shares in Q2 2024, an estimated $239K.
ForthRight Wealth Management first reported a position in Haverty Furniture Companies in Q4 2020 and held it in 12 quarters.
ForthRight Wealth Management's Haverty Furniture Companies position peaked at $342K in Q2 2021.
132 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2024.

Based on ForthRight Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.