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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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

BerganKDV Wealth Management's ETSY Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Etsy (ETSY) stake by 7.4% in Q2 2023, selling an estimated $754 and leaving 100 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

BerganKDV Wealth Management first reported a position in ETSY in Q1 2021 and has held it in 10 quarters since. The position peaked at $42K in Q3 2021. 681 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • BerganKDV Wealth Management held 100 shares of Etsy worth $8.46K as of Q2 2023.
  • BerganKDV Wealth Management sold 8 Etsy shares in Q2 2023, an estimated $754.
  • Etsy made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #567 holding.
  • BerganKDV Wealth Management first reported a position in Etsy in Q1 2021 and has held it in 10 quarters since.
  • BerganKDV Wealth Management's Etsy position peaked at $42K in Q3 2021.
  • 681 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.