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Baystate Wealth Management’s Etsy ETSY Stock Holding History

Baystate 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
2023
Q4 		– Sell
-50
Closed -$3.23K – 1326
2023
Q3 		$3.23K Hold
50
– – ﹤0.01% 746
2023
Q2 		$4.23K Buy
+50
New +$4.71K ﹤0.01% 728
2022
Q1 		– Sell
-22
Closed -$5K – 892
2021
Q4 		$5K Hold
22
– – ﹤0.01% 644
2021
Q3 		$5K Buy
+22
New +$4.46K ﹤0.01% 593

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baystate Wealth Management's ETSY Position: Q4 2023 in Review

Baystate Wealth Management sold out of Etsy (ETSY) in Q4 2023, closing a stake of 50 shares — an estimated $3.23K sold.

Baystate Wealth Management first reported a position in ETSY in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 655 funds tracked by Wall St. Rank hold ETSY as of Q4 2023.

  • Baystate Wealth Management reported no remaining Etsy position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 50 Etsy shares in Q4 2023, an estimated $3.23K.
  • Baystate Wealth Management first reported a position in Etsy in Q3 2021 and held it in 4 quarters.
  • Baystate Wealth Management's Etsy position peaked at $5K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held Etsy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.