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Impact Partnership Wealth’s Haverty Furniture Companies HVT Stock Holding History

Impact Partnership Wealth’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
-246
Closed -$8.39K – 422
2024
Q1 		$8.39K Hold
246
– – ﹤0.01% 461
2023
Q4 		$8.73K Hold
246
– – ﹤0.01% 517
2023
Q3 		$7.08K Buy
+246
New +$7.84K ﹤0.01% 647

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Impact Partnership Wealth's HVT Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Haverty Furniture Companies (HVT) in Q2 2024, closing a stake of 246 shares — an estimated $8.39K sold.

Impact Partnership Wealth first reported a position in HVT in Q3 2023 and held it in 3 quarters. The position peaked at $8.73K in Q4 2023. 132 funds tracked by Wall St. Rank hold HVT as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Haverty Furniture Companies position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 246 Haverty Furniture Companies shares in Q2 2024, an estimated $8.39K.
  • Impact Partnership Wealth first reported a position in Haverty Furniture Companies in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Haverty Furniture Companies position peaked at $8.73K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.