CWM
ETSY icon

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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cordatus Wealth Management's ETSY Position: Q1 2023 in Review

Cordatus Wealth Management sold out of Etsy (ETSY) in Q1 2023, closing a stake of 10,883 shares — an estimated $1.3M sold.

Cordatus Wealth Management first reported a position in ETSY in Q3 2020 and held it in 6 quarters. The position peaked at $1.82M in Q1 2021. 719 funds tracked by Wall St. Rank hold ETSY as of Q1 2023.

  • Cordatus Wealth Management reported no remaining Etsy position as of Q1 2023 after selling out during the quarter.
  • Cordatus Wealth Management sold 10,883 Etsy shares in Q1 2023, an estimated $1.3M.
  • Cordatus Wealth Management first reported a position in Etsy in Q3 2020 and held it in 6 quarters.
  • Cordatus Wealth Management's Etsy position peaked at $1.82M in Q1 2021.
  • 719 funds tracked by Wall St. Rank held Etsy as of Q1 2023.

Based on Cordatus Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.