Castle Wealth Management’s Etsy ETSY Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-55	Closed	-$6K	–	276
2022 Q3	$6K	Sell	55 -20	-27%	-$2.04K	﹤0.01%	479
2022 Q2	$5K	Buy	+75	New	+$6.85K	﹤0.01%	484

Other funds holding ETSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Castle Wealth Management's ETSY Position: Q4 2022 in Review

Castle Wealth Management sold out of Etsy (ETSY) in Q4 2022, closing a stake of 55 shares — an estimated $6K sold.

Castle Wealth Management first reported a position in ETSY in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 763 funds tracked by Wall St. Rank hold ETSY as of Q4 2022.

Castle Wealth Management reported no remaining Etsy position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 55 Etsy shares in Q4 2022, an estimated $6K.
Castle Wealth Management first reported a position in Etsy in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Etsy position peaked at $6K in Q3 2022.
763 funds tracked by Wall St. Rank held Etsy as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.