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Butensky & Cohen Financial Security’s Ethan Allen Interiors ETD Stock Holding History

Butensky & Cohen Financial Security’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
-33,638
Closed -$951K – 96
2023
Q2 		$951K Buy
33,638
+10,980
+48% +$298K 0.34% 77
2023
Q1 		$622K Buy
+22,658
New +$644K 0.22% 84

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Butensky & Cohen Financial Security's ETD Position: Q3 2023 in Review

Butensky & Cohen Financial Security sold out of Ethan Allen Interiors (ETD) in Q3 2023, closing a stake of 33,638 shares — an estimated $951K sold.

Butensky & Cohen Financial Security first reported a position in ETD in Q1 2023 and held it in 2 quarters. The position peaked at $951K in Q2 2023. 213 funds tracked by Wall St. Rank hold ETD as of Q3 2023.

  • Butensky & Cohen Financial Security reported no remaining Ethan Allen Interiors position as of Q3 2023 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 33,638 Ethan Allen Interiors shares in Q3 2023, an estimated $951K.
  • Butensky & Cohen Financial Security first reported a position in Ethan Allen Interiors in Q1 2023 and held it in 2 quarters.
  • Butensky & Cohen Financial Security's Ethan Allen Interiors position peaked at $951K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2023.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2023, filed 4 Oct 2023.