Blue Bell Private Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-222	Closed	-$6.28K	–	688
2023 Q2	$6.28K	Hold	222	–	–	﹤0.01%	474
2023 Q1	$6.1K	Hold	222	–	–	﹤0.01%	439
2022 Q4	$5.87K	Hold	222	–	–	﹤0.01%	442
2022 Q3	$5K	Sell	222 -50	-18%	-$1.17K	﹤0.01%	463
2022 Q2	$5K	Buy	272 +50	+23%	+$1.18K	﹤0.01%	506
2022 Q1	$6K	Sell	222 -53	-19%	-$1.36K	﹤0.01%	517
2021 Q4	$7K	Buy	+275	New	+$6.71K	﹤0.01%	465

Other funds holding ETD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Blue Bell Private Wealth Management's ETD Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of Ethan Allen Interiors (ETD) in Q3 2023, closing a stake of 222 shares — an estimated $6.28K sold.

Blue Bell Private Wealth Management first reported a position in ETD in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 213 funds tracked by Wall St. Rank hold ETD as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining Ethan Allen Interiors position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 222 Ethan Allen Interiors shares in Q3 2023, an estimated $6.28K.
Blue Bell Private Wealth Management first reported a position in Ethan Allen Interiors in Q4 2021 and held it in 7 quarters.
Blue Bell Private Wealth Management's Ethan Allen Interiors position peaked at $7K in Q4 2021.
213 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.