BDO Wealth Advisors’s Etsy ETSY Stock Holding History

BDO Wealth 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 Q2	$16.3K	Buy	193 +20	+12%	+$1.89K	﹤0.01%	613
2023 Q1	$19.3K	Sell	173 -382	-69%	-$47.4K	﹤0.01%	588
2022 Q4	$66.5K	Sell	555 -85	-13%	-$9.72K	0.01%	379
2022 Q3	$64K	Hold	640	–	–	0.01%	376
2022 Q2	$47K	Sell	640 -25	-4%	-$2.28K	0.01%	418
2022 Q1	$83K	Hold	665	–	–	0.01%	358
2021 Q4	$146K	Hold	665	–	–	0.02%	311
2021 Q3	$138K	Hold	665	–	–	0.02%	325
2021 Q2	$137K	Sell	665 -53	-7%	-$9.81K	0.02%	341
2021 Q1	$145K	Buy	+718	New	+$150K	0.02%	322
2019 Q3	–	Sell	-60	Closed	-$4K	–	630
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	521
2019 Q1	$4K	Buy	+60	New	+$3.58K	﹤0.01%	495
2018 Q2	–	Sell	-1,000	Closed	-$28K	–	651
2018 Q1	$28K	Buy	+1,000	New	+$22.5K	0.01%	296

Other funds holding ETSY

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BDO Wealth Advisors's ETSY Position: Q2 2023 in Review

BDO Wealth Advisors increased its Etsy (ETSY) stake by 12% in Q2 2023, buying an estimated $1.89K and bringing the position to 193 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

BDO Wealth Advisors first reported a position in ETSY in Q1 2018 and has held it in 13 quarters since. The position peaked at $146K in Q4 2021. 681 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

BDO Wealth Advisors held 193 shares of Etsy worth $16.3K as of Q2 2023.
BDO Wealth Advisors bought 20 Etsy shares in Q2 2023, an estimated $1.89K.
Etsy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #613 holding.
BDO Wealth Advisors first reported a position in Etsy in Q1 2018 and has held it in 13 quarters since.
BDO Wealth Advisors's Etsy position peaked at $146K in Q4 2021.
681 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.