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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 $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

BSW Wealth Partners's ETSY Position: Q2 2023 in Review

BSW Wealth Partners sold out of Etsy (ETSY) in Q2 2023, closing a stake of 3,398 shares — an estimated $378K sold.

BSW Wealth Partners first reported a position in ETSY in Q2 2019 and held it in 14 quarters. The position peaked at $509K in Q4 2021. 681 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • BSW Wealth Partners reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 3,398 Etsy shares in Q2 2023, an estimated $378K.
  • BSW Wealth Partners first reported a position in Etsy in Q2 2019 and held it in 14 quarters.
  • BSW Wealth Partners's Etsy position peaked at $509K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.