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Graves Light Lenhart Wealth’s Ethan Allen Interiors ETD Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-48
Closed -$1K – 302
2022
Q2 		$1K Hold
48
– – ﹤0.01% 588
2022
Q1 		$1K Hold
48
– – ﹤0.01% 646
2021
Q4 		$1K Sell
48
-286
-86% -$6.98K ﹤0.01% 706
2021
Q3 		$8K Buy
334
+286
+596% +$7.06K ﹤0.01% 588
2021
Q2 		$1K Hold
48
– – ﹤0.01% 703
2021
Q1 		$1K Hold
48
– – ﹤0.01% 702
2020
Q4 		$1K Buy
+48
New +$847 ﹤0.01% 689

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Graves Light Lenhart Wealth's ETD Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Ethan Allen Interiors (ETD) in Q3 2022, closing a stake of 48 shares — an estimated $1K sold.

Graves Light Lenhart Wealth first reported a position in ETD in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 185 funds tracked by Wall St. Rank hold ETD as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Ethan Allen Interiors position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 48 Ethan Allen Interiors shares in Q3 2022, an estimated $1K.
  • Graves Light Lenhart Wealth first reported a position in Ethan Allen Interiors in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Ethan Allen Interiors position peaked at $8K in Q3 2021.
  • 185 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.