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

Apollon 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
2024
Q1 		– Sell
-9,362
Closed -$299K – 1126
2023
Q4 		$299K Sell
9,362
-502
-5% -$14.4K 0.01% 839
2023
Q3 		$295K Buy
+9,864
New +$305K 0.01% 706

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Apollon Wealth Management's ETD Position: Q1 2024 in Review

Apollon Wealth Management sold out of Ethan Allen Interiors (ETD) in Q1 2024, closing a stake of 9,362 shares — an estimated $299K sold.

Apollon Wealth Management first reported a position in ETD in Q3 2023 and held it in 2 quarters. The position peaked at $299K in Q4 2023. 215 funds tracked by Wall St. Rank hold ETD as of Q1 2024.

  • Apollon Wealth Management reported no remaining Ethan Allen Interiors position as of Q1 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 9,362 Ethan Allen Interiors shares in Q1 2024, an estimated $299K.
  • Apollon Wealth Management first reported a position in Ethan Allen Interiors in Q3 2023 and held it in 2 quarters.
  • Apollon Wealth Management's Ethan Allen Interiors position peaked at $299K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2024.

Based on Apollon Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.