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Cordatus Wealth Management’s Etsy ETSY Stock Holding History

Cordatus 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
2023
Q1 		– Sell
-10,883
Closed -$1.3M – 65
2022
Q4 		$1.3M Buy
+10,883
New +$1.25M 1.91% 21
2022
Q1 		– Sell
-4,591
Closed -$1M – 165
2021
Q4 		$1M Buy
4,591
+606
+15% +$146K 0.29% 109
2021
Q3 		$829K Buy
+3,985
New +$808K 0.64% 50
2021
Q1 		$1.82M Buy
9,047
+105
+1% +$22K 0.7% 57
2020
Q4 		$1.59M Buy
8,942
+1,837
+26% +$276K 0.67% 60
2020
Q3 		$864K Buy
+7,105
New +$832K 0.42% 88

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return