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

Venturi 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
2024
Q4 		– Sell
-161
Closed -$4.42K – 1978
2024
Q3 		$4.42K Buy
+161
New +$4.32K ﹤0.01% 1488

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CIM
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American Century Companies
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Venturi Wealth Management's HVT Position: Q4 2024 in Review

Venturi Wealth Management sold out of Haverty Furniture Companies (HVT) in Q4 2024, closing a stake of 161 shares — an estimated $4.42K sold.

Venturi Wealth Management first reported a position in HVT in Q3 2024 and held it in 1 quarter. The position peaked at $4.42K in Q3 2024. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2024.

  • Venturi Wealth Management reported no remaining Haverty Furniture Companies position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 161 Haverty Furniture Companies shares in Q4 2024, an estimated $4.42K.
  • Venturi Wealth Management first reported a position in Haverty Furniture Companies in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Haverty Furniture Companies position peaked at $4.42K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.