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Blue Trust Inc’s Ethan Allen Interiors ETD Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-59
Closed -$2K – 2351
2023
Q4 		$2K Sell
59
-979
-94% -$28.1K ﹤0.01% 2133
2023
Q3 		$29K Hold
1,038
– – ﹤0.01% 1045
2023
Q2 		$29K Hold
1,038
– – ﹤0.01% 902
2023
Q1 		$27K Sell
1,038
-103
-9% -$2.93K ﹤0.01% 1263
2022
Q4 		$24K Buy
+1,141
New +$29.5K ﹤0.01% 1233

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Blue Trust Inc's ETD Position: Q1 2024 in Review

Blue Trust Inc sold out of Ethan Allen Interiors (ETD) in Q1 2024, closing a stake of 59 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in ETD in Q4 2022 and held it in 5 quarters. The position peaked at $29K in Q3 2023. 215 funds tracked by Wall St. Rank hold ETD as of Q1 2024.

  • Blue Trust Inc reported no remaining Ethan Allen Interiors position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 59 Ethan Allen Interiors shares in Q1 2024, an estimated $2K.
  • Blue Trust Inc first reported a position in Ethan Allen Interiors in Q4 2022 and held it in 5 quarters.
  • Blue Trust Inc's Ethan Allen Interiors position peaked at $29K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.