FWM
ETD icon

Finer Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Finer Wealth Management’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
2022
Q1 		– Sell
-8,114
Closed -$213K – 82
2021
Q4 		$213K Buy
+8,114
New +$198K 0.18% 74

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Finer Wealth Management's ETD Position: Q1 2022 in Review

Finer Wealth Management sold out of Ethan Allen Interiors (ETD) in Q1 2022, closing a stake of 8,114 shares — an estimated $213K sold.

Finer Wealth Management first reported a position in ETD in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 203 funds tracked by Wall St. Rank hold ETD as of Q1 2022.

  • Finer Wealth Management reported no remaining Ethan Allen Interiors position as of Q1 2022 after selling out during the quarter.
  • Finer Wealth Management sold 8,114 Ethan Allen Interiors shares in Q1 2022, an estimated $213K.
  • Finer Wealth Management first reported a position in Ethan Allen Interiors in Q4 2021 and held it in 1 quarter.
  • Finer Wealth Management's Ethan Allen Interiors position peaked at $213K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2022.

Based on Finer Wealth Management's 13F filing for Q1 2022, filed 6 Jun 2022.