Connectus Wealth’s Etsy ETSY Stock Holding History

Connectus Wealth’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	$210K	Buy	259,907 +49,619	+24%	+$3.56M	0.01%	357
2023 Q4	$17K	Buy	210,288 +160,047	+319%	+$11.4M	﹤0.01%	491
2023 Q3	$1.85M	Buy	50,241 +28,304	+129%	+$2.23M	0.04%	261
2023 Q2	$18.6K	Buy	21,937 +3,893	+22%	+$367K	﹤0.01%	442
2023 Q1	$20.1K	Buy	18,044 +2,191	+14%	+$272K	﹤0.01%	427
2022 Q4	$19M	Sell	15,853 -1,111	-7%	-$127K	0.45%	65
2022 Q3	$17M	Sell	16,964 -137,808	-89%	-$14.1M	0.35%	84
2022 Q2	$11.3M	Buy	154,772 +59,261	+62%	+$5.41M	0.26%	104
2022 Q1	$11.9M	Buy	95,511 +94,472	+9,093%	+$14M	0.38%	73
2021 Q4	$227K	Buy	+1,039	New	+$250K	0.01%	318

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connectus Wealth's ETSY Position: Q1 2024 in Review

Connectus Wealth increased its Etsy (ETSY) stake by 24% in Q1 2024, buying an estimated $3.56M and bringing the position to 259,907 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #357.

Connectus Wealth first reported a position in ETSY in Q4 2021 and has held it in 10 quarters since. The position peaked at $19M in Q4 2022. 621 funds tracked by Wall St. Rank hold ETSY as of Q1 2024.

Connectus Wealth held 259,907 shares of Etsy worth $210K as of Q1 2024.
Connectus Wealth bought 49,619 Etsy shares in Q1 2024, an estimated $3.56M.
Etsy made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #357 holding.
Connectus Wealth first reported a position in Etsy in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Etsy position peaked at $19M in Q4 2022.
621 funds tracked by Wall St. Rank held Etsy as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.