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Alta Wealth Advisors’s Etsy ETSY Stock Holding History

Alta Wealth Advisors’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
2023
Q1 		– Sell
-1,898
Closed -$227K – 145
2022
Q4 		$227K Buy
+1,898
New +$217K 0.15% 135
2022
Q1 		– Sell
-5,883
Closed -$1.29M – 149
2021
Q4 		$1.29M Sell
5,883
-4
-0.1% -$964 0.79% 32
2021
Q3 		$1.22M Sell
5,887
-39
-0.7% -$7.91K 0.89% 27
2021
Q2 		$1.22M Hold
5,926
– – 0.89% 30
2021
Q1 		$1.2M Sell
5,926
-401
-6% -$83.9K 1% 25
2020
Q4 		$1.13M Buy
+6,327
New +$951K 0.95% 27

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alta Wealth Advisors's ETSY Position: Q1 2023 in Review

Alta Wealth Advisors sold out of Etsy (ETSY) in Q1 2023, closing a stake of 1,898 shares — an estimated $227K sold.

Alta Wealth Advisors first reported a position in ETSY in Q4 2020 and held it in 6 quarters. The position peaked at $1.29M in Q4 2021. 719 funds tracked by Wall St. Rank hold ETSY as of Q1 2023.

  • Alta Wealth Advisors reported no remaining Etsy position as of Q1 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 1,898 Etsy shares in Q1 2023, an estimated $227K.
  • Alta Wealth Advisors first reported a position in Etsy in Q4 2020 and held it in 6 quarters.
  • Alta Wealth Advisors's Etsy position peaked at $1.29M in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Etsy as of Q1 2023.

Based on Alta Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.