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Freedom Wealth Alliance’s Ethan Allen Interiors ETD Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-186
Closed -$4.91K – 186
2022
Q4 		$4.91K Buy
+186
New +$4.8K 0.01% 349

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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
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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's ETD Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Ethan Allen Interiors (ETD) in Q1 2023, closing a stake of 186 shares — an estimated $4.91K sold.

Freedom Wealth Alliance first reported a position in ETD in Q4 2022 and held it in 1 quarter. The position peaked at $4.91K in Q4 2022. 212 funds tracked by Wall St. Rank hold ETD as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Ethan Allen Interiors position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 186 Ethan Allen Interiors shares in Q1 2023, an estimated $4.91K.
  • Freedom Wealth Alliance first reported a position in Ethan Allen Interiors in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Ethan Allen Interiors position peaked at $4.91K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.