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Concord Wealth Partners’s Etsy ETSY Stock Holding History

Concord Wealth Partners’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
2024
Q1 		– Sell
-2,242
Closed -$182K – 870
2023
Q4 		$182K Buy
2,242
+261
+13% +$18.7K 0.04% 209
2023
Q3 		$128K Buy
1,981
+1,960
+9,333% +$155K 0.03% 254
2023
Q2 		$1.78K Hold
21
– – ﹤0.01% 885
2023
Q1 		$2.34K Hold
21
– – ﹤0.01% 789
2022
Q4 		$2.52K Buy
+21
New +$2.4K ﹤0.01% 898

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Concord Wealth Partners's ETSY Position: Q1 2024 in Review

Concord Wealth Partners sold out of Etsy (ETSY) in Q1 2024, closing a stake of 2,242 shares — an estimated $182K sold.

Concord Wealth Partners first reported a position in ETSY in Q4 2022 and held it in 5 quarters. The position peaked at $182K in Q4 2023. 622 funds tracked by Wall St. Rank hold ETSY as of Q1 2024.

  • Concord Wealth Partners reported no remaining Etsy position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 2,242 Etsy shares in Q1 2024, an estimated $182K.
  • Concord Wealth Partners first reported a position in Etsy in Q4 2022 and held it in 5 quarters.
  • Concord Wealth Partners's Etsy position peaked at $182K in Q4 2023.
  • 622 funds tracked by Wall St. Rank held Etsy as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.