Sutton Wealth Advisors’s Haverty Furniture Companies HVT Stock Holding History

Sutton Wealth 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	-315	Closed	-$9.42K	–	1153
2022 Q4	$9.42K	Hold	315	–	–	﹤0.01%	967
2022 Q3	$7.84K	Buy	315 +2	+0.6%	+$54	﹤0.01%	965
2022 Q2	$7.25K	Buy	313 +6	+2%	+$160	﹤0.01%	993
2022 Q1	$8.42K	Sell	307 -4	-1%	-$116	﹤0.01%	988
2021 Q4	$9.51K	Buy	311 +4	+1%	+$129	﹤0.01%	947
2021 Q3	$10.3K	Hold	307	–	–	﹤0.01%	895
2021 Q2	$13.1K	Hold	307	–	–	﹤0.01%	821
2021 Q1	$11.4K	Hold	307	–	–	﹤0.01%	838
2020 Q4	$8.49K	Hold	307	–	–	﹤0.01%	859
2020 Q3	$6.43K	Hold	307	–	–	﹤0.01%	855
2020 Q2	$4.91K	Hold	307	–	–	﹤0.01%	897
2020 Q1	$3.65K	Buy	+307	New	+$5.4K	﹤0.01%	924
2019 Q3	–	Sell	-280	Closed	-$4.77K	–	1196
2019 Q2	$4.77K	Hold	280	–	–	﹤0.01%	943
2019 Q1	$6.13K	Hold	280	–	–	﹤0.01%	889
2018 Q4	$5.26K	Hold	280	–	–	﹤0.01%	879
2018 Q3	$6.19K	Hold	280	–	–	﹤0.01%	871
2018 Q2	$6.05K	Hold	280	–	–	﹤0.01%	903
2018 Q1	$5.64K	Hold	280	–	–	﹤0.01%	907
2017 Q4	$6.34K	Hold	280	–	–	﹤0.01%	857
2017 Q3	$7.32K	Hold	280	–	–	0.01%	823
2017 Q2	$7.03K	Hold	280	–	–	0.01%	821
2017 Q1	$6.82K	Hold	280	–	–	0.01%	799
2016 Q4	$6.64K	Hold	280	–	–	0.01%	790
2016 Q3	$5.61K	Hold	280	–	–	0.01%	794
2016 Q2	$5.05K	Hold	280	–	–	﹤0.01%	773
2016 Q1	$5.92K	Buy	+280	New	+$5.49K	0.01%	710

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's HVT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Haverty Furniture Companies (HVT) in Q1 2023, closing a stake of 315 shares — an estimated $9.42K sold.

Sutton Wealth Advisors first reported a position in HVT in Q1 2016 and held it in 26 quarters. The position peaked at $13.1K in Q2 2021. 155 funds tracked by Wall St. Rank hold HVT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Haverty Furniture Companies position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 315 Haverty Furniture Companies shares in Q1 2023, an estimated $9.42K.
Sutton Wealth Advisors first reported a position in Haverty Furniture Companies in Q1 2016 and held it in 26 quarters.
Sutton Wealth Advisors's Haverty Furniture Companies position peaked at $13.1K in Q2 2021.
155 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.