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

TCI 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
2022 Q3	–	Sell	-130	Closed	-$3K	–	2396
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	1812
2022 Q1	$4K	Buy	+130	New	+$3.77K	﹤0.01%	1715
2021 Q4	–	Sell	-81	Closed	-$3K	–	2386
2021 Q3	$3K	Buy	81 +30	+59%	+$1.12K	﹤0.01%	1939
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	2020
2021 Q1	$2K	Buy	+51	New	+$1.76K	﹤0.01%	1768
2018 Q2	–	Sell	-107	Closed	-$2K	–	1542
2018 Q1	$2K	Buy	+107	New	+$2.3K	﹤0.01%	973

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's HVT Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Haverty Furniture Companies (HVT) in Q3 2022, closing a stake of 130 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in HVT in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 158 funds tracked by Wall St. Rank hold HVT as of Q3 2022.

TCI Wealth Advisors reported no remaining Haverty Furniture Companies position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 130 Haverty Furniture Companies shares in Q3 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Haverty Furniture Companies in Q1 2018 and held it in 6 quarters.
TCI Wealth Advisors's Haverty Furniture Companies position peaked at $4K in Q1 2022.
158 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.