TS Financial Group (TSFG)’s Haverty Furniture Companies HVT Stock Holding History

TS Financial Group (TSFG)’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 Q2	–	Sell	-103	Closed	-$3K	–	1025
2023 Q1	$3K	Buy	103 +1	+1%	+$34	﹤0.01%	747
2022 Q4	$3K	Buy	102 +4	+4%	+$117	﹤0.01%	742
2022 Q3	$2K	Buy	98 +1	+1%	+$27	﹤0.01%	791
2022 Q2	$2K	Buy	97 +1	+1%	+$27	﹤0.01%	798
2022 Q1	$3K	Buy	+96	New	+$2.79K	﹤0.01%	716

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

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

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

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

TS Financial Group (TSFG)'s HVT Position: Q2 2023 in Review

TS Financial Group (TSFG) sold out of Haverty Furniture Companies (HVT) in Q2 2023, closing a stake of 103 shares — an estimated $3K sold.

TS Financial Group (TSFG) first reported a position in HVT in Q1 2022 and held it in 5 quarters. The position peaked at $3K in Q1 2023. 144 funds tracked by Wall St. Rank hold HVT as of Q2 2023.

TS Financial Group (TSFG) reported no remaining Haverty Furniture Companies position as of Q2 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 103 Haverty Furniture Companies shares in Q2 2023, an estimated $3K.
TS Financial Group (TSFG) first reported a position in Haverty Furniture Companies in Q1 2022 and held it in 5 quarters.
TS Financial Group (TSFG)'s Haverty Furniture Companies position peaked at $3K in Q1 2023.
144 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2023, filed 10 Jul 2023.