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Advisor OS’s Etsy ETSY Stock Holding History

Advisor OS’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,413
Closed -$549K – 204
2022
Q1 		$549K Sell
4,413
-1,601
-27% -$238K 0.16% 137
2021
Q4 		$1.32M Buy
6,014
+167
+3% +$40.2K 0.27% 88
2021
Q3 		$1.22M Buy
5,847
+51
+0.9% +$10.3K 0.26% 88
2021
Q2 		$1.19M Buy
5,796
+1,187
+26% +$220K 0.25% 81
2021
Q1 		$930K Sell
4,609
-328
-7% -$68.7K 0.21% 85
2020
Q4 		$878K Buy
4,937
+1,570
+47% +$236K 0.24% 62
2020
Q3 		$409K Buy
+3,367
New +$394K 0.17% 63

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's ETSY Position: Q2 2022 in Review

Advisor OS sold out of Etsy (ETSY) in Q2 2022, closing a stake of 4,413 shares — an estimated $549K sold.

Advisor OS first reported a position in ETSY in Q3 2020 and held it in 7 quarters. The position peaked at $1.32M in Q4 2021. 667 funds tracked by Wall St. Rank hold ETSY as of Q2 2022.

  • Advisor OS reported no remaining Etsy position as of Q2 2022 after selling out during the quarter.
  • Advisor OS sold 4,413 Etsy shares in Q2 2022, an estimated $549K.
  • Advisor OS first reported a position in Etsy in Q3 2020 and held it in 7 quarters.
  • Advisor OS's Etsy position peaked at $1.32M in Q4 2021.
  • 667 funds tracked by Wall St. Rank held Etsy as of Q2 2022.

Based on Advisor OS's 13F filing for Q2 2022, filed 2 Aug 2022.