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Capital Performance Advisors’s Ethan Allen Interiors ETD Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-34
Closed -$1.08K – 971
2024
Q3 		$1.08K Buy
+34
New +$1.03K ﹤0.01% 1867

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's ETD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ethan Allen Interiors (ETD) in Q4 2024, closing a stake of 34 shares — an estimated $1.08K sold.

Capital Performance Advisors first reported a position in ETD in Q3 2024 and held it in 1 quarter. The position peaked at $1.08K in Q3 2024. 214 funds tracked by Wall St. Rank hold ETD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ethan Allen Interiors position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 34 Ethan Allen Interiors shares in Q4 2024, an estimated $1.08K.
  • Capital Performance Advisors first reported a position in Ethan Allen Interiors in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ethan Allen Interiors position peaked at $1.08K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.