GIA
HVT icon

Goodwin Investment Advisory’s Haverty Furniture Companies HVT Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-150
Closed -$5K – 211
2021
Q4 		$5K Buy
+150
New +$4.84K ﹤0.01% 146

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goodwin Investment Advisory's HVT Position: Q1 2022 in Review

Goodwin Investment Advisory sold out of Haverty Furniture Companies (HVT) in Q1 2022, closing a stake of 150 shares — an estimated $5K sold.

Goodwin Investment Advisory first reported a position in HVT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 158 funds tracked by Wall St. Rank hold HVT as of Q1 2022.

  • Goodwin Investment Advisory reported no remaining Haverty Furniture Companies position as of Q1 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 150 Haverty Furniture Companies shares in Q1 2022, an estimated $5K.
  • Goodwin Investment Advisory first reported a position in Haverty Furniture Companies in Q4 2021 and held it in 1 quarter.
  • Goodwin Investment Advisory's Haverty Furniture Companies position peaked at $5K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2022.

Based on Goodwin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.