Baker Avenue Asset Management’s Ethan Allen Interiors ETD Stock Holding History

Baker Avenue Asset 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 Q4	–	Sell	-22	Closed	-$658	–	712
2023 Q3	$658	Hold	22	–	–	﹤0.01%	1371
2023 Q2	$622	Hold	22	–	–	﹤0.01%	1334
2023 Q1	$604	Hold	22	–	–	﹤0.01%	1353
2022 Q4	$581	Buy	+22	New	+$568	﹤0.01%	1265

Other funds holding ETD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Baker Avenue Asset Management's ETD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Ethan Allen Interiors (ETD) in Q4 2023, closing a stake of 22 shares — an estimated $658 sold.

Baker Avenue Asset Management first reported a position in ETD in Q4 2022 and held it in 4 quarters. The position peaked at $658 in Q3 2023. 211 funds tracked by Wall St. Rank hold ETD as of Q4 2023.

Baker Avenue Asset Management reported no remaining Ethan Allen Interiors position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 22 Ethan Allen Interiors shares in Q4 2023, an estimated $658.
Baker Avenue Asset Management first reported a position in Ethan Allen Interiors in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Ethan Allen Interiors position peaked at $658 in Q3 2023.
211 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.