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Charter Oak Capital Management’s Etsy ETSY Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-55
Closed -$4K – 380
2022
Q2 		$4K Hold
55
– – ﹤0.01% 733
2022
Q1 		$7K Hold
55
– – ﹤0.01% 691
2021
Q4 		$12K Hold
55
– – ﹤0.01% 592
2021
Q3 		$11K Hold
55
– – ﹤0.01% 558
2021
Q2 		$11K Buy
55
+53
+2,650% +$9.81K ﹤0.01% 555
2021
Q1 		$0 Buy
+2
New +$419 ﹤0.01% 806

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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

Charter Oak Capital Management's ETSY Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Etsy (ETSY) in Q3 2022, closing a stake of 55 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in ETSY in Q1 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 699 funds tracked by Wall St. Rank hold ETSY as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Etsy position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 55 Etsy shares in Q3 2022, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Etsy in Q1 2021 and held it in 6 quarters.
  • Charter Oak Capital Management's Etsy position peaked at $12K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Etsy as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.