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BSW Wealth Partners’s Etsy ETSY Stock Holding History

BSW Wealth Partners’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 		– Sell
-3,398
Closed -$378K – 292
2023
Q1 		$378K Sell
3,398
-37
-1% -$4.59K 0.08% 181
2022
Q4 		$411K Buy
3,435
+361
+12% +$41.3K 0.09% 162
2022
Q3 		$308K Buy
3,074
+125
+4% +$12.8K 0.08% 177
2022
Q2 		$216K Buy
2,949
+261
+10% +$23.8K 0.05% 245
2022
Q1 		$334K Buy
2,688
+363
+16% +$54K 0.08% 188
2021
Q4 		$509K Buy
2,325
+322
+16% +$77.6K 0.13% 119
2021
Q3 		$417K Buy
2,003
+286
+17% +$58K 0.12% 123
2021
Q2 		$353K Buy
1,717
+604
+54% +$112K 0.1% 148
2021
Q1 		$224K Sell
1,113
-145
-12% -$30.4K 0.06% 193
2020
Q4 		$224K Sell
1,258
-688
-35% -$103K 0.07% 161
2020
Q3 		$237K Sell
1,946
-108
-5% -$12.6K 0.09% 120
2020
Q2 		$218K Buy
+2,054
New +$152K 0.07% 127
2019
Q4 		– Sell
-754
Closed -$43K – 139
2019
Q3 		$43K Buy
754
+25
+3% +$1.47K 0.02% 125
2019
Q2 		$45K Buy
+729
New +$47.6K 0.02% 127

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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