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Congress Wealth Management’s Etsy ETSY Stock Holding History

Congress 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
Q3 		– Sell
-89,335
Closed -$6.54M – 553
2022
Q2 		$6.54M Buy
89,335
+34
+0% +$3.1K 0.17% 166
2022
Q1 		$11.1M Buy
89,301
+4,142
+5% +$616K 0.24% 110
2021
Q4 		$18.6M Buy
+85,159
New +$20.5M 0.37% 67

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

Congress Wealth Management's ETSY Position: Q3 2022 in Review

Congress Wealth Management sold out of Etsy (ETSY) in Q3 2022, closing a stake of 89,335 shares — an estimated $6.54M sold.

Congress Wealth Management first reported a position in ETSY in Q4 2021 and held it in 3 quarters. The position peaked at $18.6M in Q4 2021. 699 funds tracked by Wall St. Rank hold ETSY as of Q3 2022.

  • Congress Wealth Management reported no remaining Etsy position as of Q3 2022 after selling out during the quarter.
  • Congress Wealth Management sold 89,335 Etsy shares in Q3 2022, an estimated $6.54M.
  • Congress Wealth Management first reported a position in Etsy in Q4 2021 and held it in 3 quarters.
  • Congress Wealth Management's Etsy position peaked at $18.6M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Etsy as of Q3 2022.

Based on Congress Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.