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Freedom Wealth Alliance’s Haverty Furniture Companies HVT Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-152
Closed -$4.54K – 235
2022
Q4 		$4.54K Buy
+152
New +$4.44K 0.01% 356

Other funds holding HVT

BlackRock
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Freedom Wealth Alliance's HVT Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Haverty Furniture Companies (HVT) in Q1 2023, closing a stake of 152 shares — an estimated $4.54K sold.

Freedom Wealth Alliance first reported a position in HVT in Q4 2022 and held it in 1 quarter. The position peaked at $4.54K in Q4 2022. 155 funds tracked by Wall St. Rank hold HVT as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Haverty Furniture Companies position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 152 Haverty Furniture Companies shares in Q1 2023, an estimated $4.54K.
  • Freedom Wealth Alliance first reported a position in Haverty Furniture Companies in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Haverty Furniture Companies position peaked at $4.54K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.