Wipfli Financial Advisors’s Haverty Furniture Companies HVT Stock Holding History

Wipfli Financial 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	$6K	Buy	+225	New	+$6.09K	﹤0.01%	2019

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

Wipfli Financial Advisors's HVT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Haverty Furniture Companies (HVT) in Q3 2022: 225 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings.

158 funds tracked by Wall St. Rank hold HVT as of Q3 2022.

Wipfli Financial Advisors held 225 shares of Haverty Furniture Companies worth $6K as of Q3 2022.
Haverty Furniture Companies was a new Wipfli Financial Advisors position in Q3 2022.
Haverty Furniture Companies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2019 holding.
158 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.