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Creative Financial Designs’s Ethan Allen Interiors ETD Stock Holding History

Creative Financial Designs’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-725
Closed -$19.9K – 1483
2023
Q1 		$19.9K Hold
725
– – ﹤0.01% 809
2022
Q4 		$19.2K Buy
+725
New +$18.7K ﹤0.01% 773
2019
Q3 		– Sell
-45
Closed -$1K – 630
2019
Q2 		$1K Hold
45
– – ﹤0.01% 528
2019
Q1 		$1K Hold
45
– – ﹤0.01% 529
2018
Q4 		$1K Buy
+45
New +$884 ﹤0.01% 547

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Financial Designs's ETD Position: Q2 2023 in Review

Creative Financial Designs sold out of Ethan Allen Interiors (ETD) in Q2 2023, closing a stake of 725 shares — an estimated $19.9K sold.

Creative Financial Designs first reported a position in ETD in Q4 2018 and held it in 5 quarters. The position peaked at $19.9K in Q1 2023. 206 funds tracked by Wall St. Rank hold ETD as of Q2 2023.

  • Creative Financial Designs reported no remaining Ethan Allen Interiors position as of Q2 2023 after selling out during the quarter.
  • Creative Financial Designs sold 725 Ethan Allen Interiors shares in Q2 2023, an estimated $19.9K.
  • Creative Financial Designs first reported a position in Ethan Allen Interiors in Q4 2018 and held it in 5 quarters.
  • Creative Financial Designs's Ethan Allen Interiors position peaked at $19.9K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2023.

Based on Creative Financial Designs's 13F filing for Q2 2023, filed 26 Jul 2023.