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

Keebeck 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
2022
Q2 		– Sell
-10,000
Closed -$274K – 241
2022
Q1 		$274K Hold
10,000
– – 0.05% 205
2021
Q4 		$306K Buy
+10,000
New +$322K 0.05% 184

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Renaissance Technologies
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Keebeck Wealth Management's HVT Position: Q2 2022 in Review

Keebeck Wealth Management sold out of Haverty Furniture Companies (HVT) in Q2 2022, closing a stake of 10,000 shares — an estimated $274K sold.

Keebeck Wealth Management first reported a position in HVT in Q4 2021 and held it in 2 quarters. The position peaked at $306K in Q4 2021. 150 funds tracked by Wall St. Rank hold HVT as of Q2 2022.

  • Keebeck Wealth Management reported no remaining Haverty Furniture Companies position as of Q2 2022 after selling out during the quarter.
  • Keebeck Wealth Management sold 10,000 Haverty Furniture Companies shares in Q2 2022, an estimated $274K.
  • Keebeck Wealth Management first reported a position in Haverty Furniture Companies in Q4 2021 and held it in 2 quarters.
  • Keebeck Wealth Management's Haverty Furniture Companies position peaked at $306K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2022.

Based on Keebeck Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.