FSWA
ETSY icon

Financial Synergies Wealth Advisors’s Etsy ETSY Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-5
Closed -$557 – 505
2023
Q1 		$557 Buy
+5
New +$620 ﹤0.01% 408

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Financial Synergies Wealth Advisors's ETSY Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Etsy (ETSY) in Q2 2023, closing a stake of 5 shares — an estimated $557 sold.

Financial Synergies Wealth Advisors first reported a position in ETSY in Q1 2023 and held it in 1 quarter. The position peaked at $557 in Q1 2023. 681 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Etsy shares in Q2 2023, an estimated $557.
  • Financial Synergies Wealth Advisors first reported a position in Etsy in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Etsy position peaked at $557 in Q1 2023.
  • 681 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.