SWM
HVT icon

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

Spire 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
2021
Q3 		– Sell
-200
Closed -$9K – 2607
2021
Q2 		$9K Buy
+200
New +$8.75K ﹤0.01% 2155

Other funds holding HVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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

Spire Wealth Management's HVT Position: Q3 2021 in Review

Spire Wealth Management sold out of Haverty Furniture Companies (HVT) in Q3 2021, closing a stake of 200 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in HVT in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 183 funds tracked by Wall St. Rank hold HVT as of Q3 2021.

  • Spire Wealth Management reported no remaining Haverty Furniture Companies position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 200 Haverty Furniture Companies shares in Q3 2021, an estimated $9K.
  • Spire Wealth Management first reported a position in Haverty Furniture Companies in Q2 2021 and held it in 1 quarter.
  • Spire Wealth Management's Haverty Furniture Companies position peaked at $9K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.