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Raymond James Financial Services Advisors’s Haverty Furniture Companies HVT Stock Holding History

Raymond James Financial Services 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
2023
Q1 		– Sell
-9,848
Closed -$294K – 3332
2022
Q4 		$294K Sell
9,848
-6,423
-39% -$188K ﹤0.01% 2598
2022
Q3 		$405K Hold
16,271
– – ﹤0.01% 2372
2022
Q2 		$377K Buy
16,271
+246
+2% +$6.56K ﹤0.01% 2443
2022
Q1 		$439K Buy
16,025
+4,811
+43% +$140K ﹤0.01% 2460
2021
Q4 		$343K Buy
+11,214
New +$362K ﹤0.01% 2622

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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial Services Advisors's HVT Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of Haverty Furniture Companies (HVT) in Q1 2023, closing a stake of 9,848 shares — an estimated $294K sold.

Raymond James Financial Services Advisors first reported a position in HVT in Q4 2021 and held it in 5 quarters. The position peaked at $439K in Q1 2022. 155 funds tracked by Wall St. Rank hold HVT as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining Haverty Furniture Companies position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,848 Haverty Furniture Companies shares in Q1 2023, an estimated $294K.
  • Raymond James Financial Services Advisors first reported a position in Haverty Furniture Companies in Q4 2021 and held it in 5 quarters.
  • Raymond James Financial Services Advisors's Haverty Furniture Companies position peaked at $439K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.