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Glassman Wealth Services’s Haverty Furniture Companies HVT Stock Holding History

Glassman Wealth Services’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
-22
Closed -$781 – 936
2023
Q4 		$781 Hold
22
– – ﹤0.01% 1608
2023
Q3 		$633 Hold
22
– – ﹤0.01% 1682
2023
Q2 		$665 Hold
22
– – ﹤0.01% 1578
2023
Q1 		$702 Hold
22
– – ﹤0.01% 1548
2022
Q4 		$658 Hold
22
– – ﹤0.01% 1551
2022
Q3 		$1K Buy
+22
New +$596 ﹤0.01% 1424

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
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

Glassman Wealth Services's HVT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Haverty Furniture Companies (HVT) in Q1 2024, closing a stake of 22 shares — an estimated $781 sold.

Glassman Wealth Services first reported a position in HVT in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 142 funds tracked by Wall St. Rank hold HVT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Haverty Furniture Companies position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 22 Haverty Furniture Companies shares in Q1 2024, an estimated $781.
  • Glassman Wealth Services first reported a position in Haverty Furniture Companies in Q3 2022 and held it in 6 quarters.
  • Glassman Wealth Services's Haverty Furniture Companies position peaked at $1K in Q3 2022.
  • 142 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.