GoalVest Advisory’s Etsy ETSY Stock Holding History

GoalVest Advisory’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 Q4	–	Sell	-254	Closed	-$16.4K	–	412
2023 Q3	$16.4K	Hold	254	–	–	0.01%	234
2023 Q2	$21.5K	Hold	254	–	–	0.01%	196
2023 Q1	$28.3K	Hold	254	–	–	0.02%	149
2022 Q4	$30.4K	Buy	+254	New	+$29.1K	0.02%	136

Other funds holding ETSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

GoalVest Advisory's ETSY Position: Q4 2023 in Review

GoalVest Advisory sold out of Etsy (ETSY) in Q4 2023, closing a stake of 254 shares — an estimated $16.4K sold.

GoalVest Advisory first reported a position in ETSY in Q4 2022 and held it in 4 quarters. The position peaked at $30.4K in Q4 2022. 655 funds tracked by Wall St. Rank hold ETSY as of Q4 2023.

GoalVest Advisory reported no remaining Etsy position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 254 Etsy shares in Q4 2023, an estimated $16.4K.
GoalVest Advisory first reported a position in Etsy in Q4 2022 and held it in 4 quarters.
GoalVest Advisory's Etsy position peaked at $30.4K in Q4 2022.
655 funds tracked by Wall St. Rank held Etsy as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.