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Lake Point Wealth Management’s Haverty Furniture Companies HVT Stock Holding History

Lake Point 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
2020
Q1 		$1K Hold
100
– – ﹤0.01% 322
2019
Q4 		$2K Buy
+100
New +$2.02K ﹤0.01% 488
2019
Q2 		$2K Hold
100
– – ﹤0.01% 534
2019
Q1 		$2K Buy
+100
New +$2.16K ﹤0.01% 532

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lake Point Wealth Management's HVT Position: Q1 2020 in Review

Lake Point Wealth Management held its Haverty Furniture Companies (HVT) position steady in Q1 2020 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Lake Point Wealth Management first reported a position in HVT in Q1 2019 and has held it in 4 quarters since. The position peaked at $2K in Q4 2019. 127 funds tracked by Wall St. Rank hold HVT as of Q1 2020.

  • Lake Point Wealth Management held 100 shares of Haverty Furniture Companies worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its Haverty Furniture Companies share count unchanged in Q1 2020.
  • Haverty Furniture Companies made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #322 holding.
  • Lake Point Wealth Management first reported a position in Haverty Furniture Companies in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's Haverty Furniture Companies position peaked at $2K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.