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Loring Wolcott & Coolidge Fiduciary Advisors’s Haverty Furniture Companies HVT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q3 		– Sell
-300
Closed -$13K – 840
2021
Q2 		$13K Buy
+300
New +$13.1K ﹤0.01% 582
2021
Q1 		– Sell
-300
Closed -$8K – 490
2020
Q4 		$8K Buy
+300
New +$7.92K ﹤0.01% 607

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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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HVT Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Haverty Furniture Companies (HVT) in Q3 2021, closing a stake of 300 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HVT in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 183 funds tracked by Wall St. Rank hold HVT as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Haverty Furniture Companies position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 300 Haverty Furniture Companies shares in Q3 2021, an estimated $13K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Haverty Furniture Companies in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Haverty Furniture Companies position peaked at $13K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.