AWM
ETD icon

AE Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

AE Wealth Management’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
2023
Q2 		– Sell
-21,449
Closed -$589K – 1944
2023
Q1 		$589K Buy
+21,449
New +$609K ﹤0.01% 1268

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AE Wealth Management's ETD Position: Q2 2023 in Review

AE Wealth Management sold out of Ethan Allen Interiors (ETD) in Q2 2023, closing a stake of 21,449 shares — an estimated $589K sold.

AE Wealth Management first reported a position in ETD in Q1 2023 and held it in 1 quarter. The position peaked at $589K in Q1 2023. 206 funds tracked by Wall St. Rank hold ETD as of Q2 2023.

  • AE Wealth Management reported no remaining Ethan Allen Interiors position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 21,449 Ethan Allen Interiors shares in Q2 2023, an estimated $589K.
  • AE Wealth Management first reported a position in Ethan Allen Interiors in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's Ethan Allen Interiors position peaked at $589K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.