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Atria Wealth Solutions’s Ethan Allen Interiors ETD Stock Holding History

Atria Wealth Solutions’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
-8,498
Closed -$233K – 1904
2023
Q1 		$233K Sell
8,498
-10,460
-55% -$297K ﹤0.01% 1579
2022
Q4 		$504K Buy
+18,958
New +$489K 0.01% 1075
2022
Q2 		– Sell
-8,043
Closed -$210K – 1706
2022
Q1 		$210K Buy
+8,043
New +$207K ﹤0.01% 1567

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Atria Wealth Solutions's ETD Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Ethan Allen Interiors (ETD) in Q2 2023, closing a stake of 8,498 shares — an estimated $233K sold.

Atria Wealth Solutions first reported a position in ETD in Q1 2022 and held it in 3 quarters. The position peaked at $504K in Q4 2022. 206 funds tracked by Wall St. Rank hold ETD as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Ethan Allen Interiors position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,498 Ethan Allen Interiors shares in Q2 2023, an estimated $233K.
  • Atria Wealth Solutions first reported a position in Ethan Allen Interiors in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Ethan Allen Interiors position peaked at $504K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.