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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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

Baker Tilly Wealth Management's ETSY Position: Q3 2022 in Review

Baker Tilly Wealth Management sold out of Etsy (ETSY) in Q3 2022, closing a stake of 3,721 shares — an estimated $272K sold.

Baker Tilly Wealth Management first reported a position in ETSY in Q4 2020 and held it in 7 quarters. The position peaked at $1.21M in Q4 2021. 699 funds tracked by Wall St. Rank hold ETSY as of Q3 2022.

Baker Tilly Wealth Management reported no remaining Etsy position as of Q3 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,721 Etsy shares in Q3 2022, an estimated $272K.
Baker Tilly Wealth Management first reported a position in Etsy in Q4 2020 and held it in 7 quarters.
Baker Tilly Wealth Management's Etsy position peaked at $1.21M in Q4 2021.
699 funds tracked by Wall St. Rank held Etsy as of Q3 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.