Global Wealth Management Investment Advisory’s Ethan Allen Interiors ETD Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-417	Closed	-$13.3K	–	236
2023 Q4	$13.3K	Hold	417	–	–	﹤0.01%	277
2023 Q3	$12.5K	Hold	417	–	–	﹤0.01%	281
2023 Q2	$11.8K	Buy	+417	New	+$11.3K	﹤0.01%	285
2022 Q3	–	Sell	-417	Closed	-$8K	–	250
2022 Q2	$8K	Hold	417	–	–	﹤0.01%	299
2022 Q1	$11K	Hold	417	–	–	﹤0.01%	309
2021 Q4	$11K	Hold	417	–	–	﹤0.01%	302
2021 Q3	$10K	Hold	417	–	–	﹤0.01%	314
2021 Q2	$12K	Hold	417	–	–	﹤0.01%	282
2021 Q1	$12K	Hold	417	–	–	﹤0.01%	293
2020 Q4	$8K	Buy	+417	New	+$7.35K	﹤0.01%	299

Other funds holding ETD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Wealth Management Investment Advisory's ETD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Ethan Allen Interiors (ETD) in Q1 2024, closing a stake of 417 shares — an estimated $13.3K sold.

Global Wealth Management Investment Advisory first reported a position in ETD in Q4 2020 and held it in 10 quarters. The position peaked at $13.3K in Q4 2023. 215 funds tracked by Wall St. Rank hold ETD as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Ethan Allen Interiors position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 417 Ethan Allen Interiors shares in Q1 2024, an estimated $13.3K.
Global Wealth Management Investment Advisory first reported a position in Ethan Allen Interiors in Q4 2020 and held it in 10 quarters.
Global Wealth Management Investment Advisory's Ethan Allen Interiors position peaked at $13.3K in Q4 2023.
215 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.