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BerganKDV Wealth Management’s Etsy ETSY Stock Holding History

BerganKDV 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
Q2 		$8.46K Sell
100
-8
-7% -$754 ﹤0.01% 567
2023
Q1 		$12K Hold
108
– – ﹤0.01% 578
2022
Q4 		$12.9K Buy
108
+4
+4% +$458 ﹤0.01% 548
2022
Q3 		$10K Hold
104
– – ﹤0.01% 568
2022
Q2 		$8K Buy
104
+4
+4% +$365 ﹤0.01% 620
2022
Q1 		$12K Sell
100
-1
-1% -$149 ﹤0.01% 587
2021
Q4 		$22K Sell
101
-100
-50% -$24.1K ﹤0.01% 535
2021
Q3 		$42K Buy
201
+1
+0.5% +$203 ﹤0.01% 425
2021
Q2 		$41K Buy
200
+100
+100% +$18.5K ﹤0.01% 420
2021
Q1 		$20K Buy
+100
New +$20.9K ﹤0.01% 485

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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