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

Sugarloaf 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
Q2 		– Sell
-229
Closed – – 770
2021
Q1 		$0 Buy
+229
New +$7.92K ﹤0.01% 763

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Acadian Asset Management
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State Street
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Goldman Sachs
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Northern Trust
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Arrowstreet Capital
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Sugarloaf Wealth Management's HVT Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Haverty Furniture Companies (HVT) in Q2 2021, closing a stake of 229 shares.

Sugarloaf Wealth Management first reported a position in HVT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 189 funds tracked by Wall St. Rank hold HVT as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Haverty Furniture Companies position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 229 Haverty Furniture Companies shares in Q2 2021.
  • Sugarloaf Wealth Management first reported a position in Haverty Furniture Companies in Q1 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Haverty Furniture Companies position peaked at $0 in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.