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BBJS Financial Advisors’s Etsy ETSY Stock Holding History

BBJS Financial Advisors’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
-400
Closed -$25.8K – 128
2023
Q3 		$25.8K Buy
400
+100
+33% +$7.89K 0.01% 79
2023
Q2 		$25.4K Buy
300
+100
+50% +$9.43K 0.01% 77
2023
Q1 		$22.3K Hold
200
– – 0.01% 78
2022
Q4 		$24K Buy
+200
New +$22.9K 0.01% 82

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BBJS Financial Advisors's ETSY Position: Q4 2023 in Review

BBJS Financial Advisors sold out of Etsy (ETSY) in Q4 2023, closing a stake of 400 shares — an estimated $25.8K sold.

BBJS Financial Advisors first reported a position in ETSY in Q4 2022 and held it in 4 quarters. The position peaked at $25.8K in Q3 2023. 654 funds tracked by Wall St. Rank hold ETSY as of Q4 2023.

  • BBJS Financial Advisors reported no remaining Etsy position as of Q4 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 400 Etsy shares in Q4 2023, an estimated $25.8K.
  • BBJS Financial Advisors first reported a position in Etsy in Q4 2022 and held it in 4 quarters.
  • BBJS Financial Advisors's Etsy position peaked at $25.8K in Q3 2023.
  • 654 funds tracked by Wall St. Rank held Etsy as of Q4 2023.

Based on BBJS Financial Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.