Next Financial Group’s Haverty Furniture Companies HVT Stock Holding History

Next Financial Group’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 Q4	$17K	Buy	555 +126	+29%	+$4.06K	﹤0.01%	1961
2021 Q3	$14K	Sell	429 -57	-12%	-$2.12K	﹤0.01%	1916
2021 Q2	$21K	Hold	486	–	–	﹤0.01%	1722
2021 Q1	$18K	Sell	486 -119	-20%	-$4.11K	﹤0.01%	1687
2020 Q4	$17K	Sell	605 -488	-45%	-$12.9K	﹤0.01%	1607
2020 Q3	$23K	Buy	+1,093	New	+$19.8K	﹤0.01%	1359
2020 Q2	–	Sell	-836	Closed	-$10K	–	1157
2020 Q1	$10K	Sell	836 -1,428	-63%	-$25.1K	﹤0.01%	1525
2019 Q4	$46K	Buy	2,264 +603	+36%	+$12.2K	﹤0.01%	1220
2019 Q3	$34K	Buy	1,661 +682	+70%	+$12.9K	﹤0.01%	1265
2019 Q2	$17K	Buy	+979	New	+$19.3K	﹤0.01%	1521

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Next Financial Group's HVT Position: Q4 2021 in Review

Next Financial Group increased its Haverty Furniture Companies (HVT) stake by 29% in Q4 2021, buying an estimated $4.06K and bringing the position to 555 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Next Financial Group first reported a position in HVT in Q2 2019 and has held it in 10 quarters since. The position peaked at $46K in Q4 2019. 171 funds tracked by Wall St. Rank hold HVT as of Q4 2021.

Next Financial Group held 555 shares of Haverty Furniture Companies worth $17K as of Q4 2021.
Next Financial Group bought 126 Haverty Furniture Companies shares in Q4 2021, an estimated $4.06K.
Haverty Furniture Companies made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1961 holding.
Next Financial Group first reported a position in Haverty Furniture Companies in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's Haverty Furniture Companies position peaked at $46K in Q4 2019.
171 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.