Arete Wealth Advisors’s Etsy ETSY Stock Holding History

Arete 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 Q3	–	Sell	-2,930	Closed	-$248K	–	561
2023 Q2	$248K	Buy	2,930 +1,009	+53%	+$95.1K	0.02%	543
2023 Q1	$214K	Buy	+1,921	New	+$238K	0.02%	566

Other funds holding ETSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arete Wealth Advisors's ETSY Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Etsy (ETSY) in Q3 2023, closing a stake of 2,930 shares — an estimated $248K sold.

Arete Wealth Advisors first reported a position in ETSY in Q1 2023 and held it in 2 quarters. The position peaked at $248K in Q2 2023. 616 funds tracked by Wall St. Rank hold ETSY as of Q3 2023.

Arete Wealth Advisors reported no remaining Etsy position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 2,930 Etsy shares in Q3 2023, an estimated $248K.
Arete Wealth Advisors first reported a position in Etsy in Q1 2023 and held it in 2 quarters.
Arete Wealth Advisors's Etsy position peaked at $248K in Q2 2023.
616 funds tracked by Wall St. Rank held Etsy as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.