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Baker Tilly Wealth Management’s Etsy ETSY Stock Holding History

Baker Tilly Wealth Management’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
2022
Q3 		– Sell
-3,721
Closed -$272K – 513
2022
Q2 		$272K Sell
3,721
-2,005
-35% -$183K 0.04% 425
2022
Q1 		$712K Buy
5,726
+193
+3% +$28.7K 0.08% 256
2021
Q4 		$1.21M Buy
5,533
+1,441
+35% +$347K 0.13% 165
2021
Q3 		$851K Buy
4,092
+1,040
+34% +$211K 0.11% 191
2021
Q2 		$628K Buy
3,052
+523
+21% +$96.8K 0.1% 225
2021
Q1 		$510K Buy
2,529
+280
+12% +$58.6K 0.1% 237
2020
Q4 		$400K Buy
+2,249
New +$338K 0.12% 183

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State Street
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Goldman Sachs
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Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return