CM Wealth Advisors’s Etsy ETSY Stock Holding History

CM Wealth Advisors’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	-8,259	Closed	-$807K	–	251
2023 Q1	$807K	Buy	+8,259	New	+$1.02M	0.16%	194

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

CM Wealth Advisors's ETSY Position: Q2 2023 in Review

CM Wealth Advisors sold out of Etsy (ETSY) in Q2 2023, closing a stake of 8,259 shares — an estimated $807K sold.

CM Wealth Advisors first reported a position in ETSY in Q1 2023 and held it in 1 quarter. The position peaked at $807K in Q1 2023. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

CM Wealth Advisors reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 8,259 Etsy shares in Q2 2023, an estimated $807K.
CM Wealth Advisors first reported a position in Etsy in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Etsy position peaked at $807K in Q1 2023.
682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.