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Advisor Partners’s Ethan Allen Interiors ETD Stock Holding History

Advisor Partners’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,002
Closed -$209K – 854
2022
Q1 		$209K Buy
+8,002
New +$206K 0.01% 819
2020
Q2 		– Sell
-13,161
Closed -$134K – 691
2020
Q1 		$134K Buy
+13,161
New +$192K 0.02% 571

Other funds holding ETD

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Partners's ETD Position: Q2 2022 in Review

Advisor Partners sold out of Ethan Allen Interiors (ETD) in Q2 2022, closing a stake of 8,002 shares — an estimated $209K sold.

Advisor Partners first reported a position in ETD in Q1 2020 and held it in 2 quarters. The position peaked at $209K in Q1 2022. 184 funds tracked by Wall St. Rank hold ETD as of Q2 2022.

  • Advisor Partners reported no remaining Ethan Allen Interiors position as of Q2 2022 after selling out during the quarter.
  • Advisor Partners sold 8,002 Ethan Allen Interiors shares in Q2 2022, an estimated $209K.
  • Advisor Partners first reported a position in Ethan Allen Interiors in Q1 2020 and held it in 2 quarters.
  • Advisor Partners's Ethan Allen Interiors position peaked at $209K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.