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Wealthspire Advisors (Maryland)’s Haverty Furniture Companies HVT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-23
Closed -$1K – 1150
2019
Q1 		$1K Hold
23
– – ﹤0.01% 2342
2018
Q4 		$0 Hold
23
– – ﹤0.01% 2495
2018
Q3 		$1K Hold
23
– – ﹤0.01% 2289
2018
Q2 		$0 Buy
+23
New +$459 ﹤0.01% 2496
2018
Q1 		– Sell
-4
Closed – – 2556
2017
Q4 		$0 Hold
4
– – ﹤0.01% 2484
2017
Q3 		$0 Buy
+4
New +$96 ﹤0.01% 2340

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Vanguard Group
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RA
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HVT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Haverty Furniture Companies (HVT) in Q2 2019, closing a stake of 23 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HVT in Q3 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 131 funds tracked by Wall St. Rank hold HVT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Haverty Furniture Companies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 23 Haverty Furniture Companies shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Haverty Furniture Companies in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Haverty Furniture Companies position peaked at $1K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.