HGWM
ETD icon

Harvest Group Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-34
Closed -$1K – 238
2020
Q4 		$1K Hold
34
– – ﹤0.01% 459
2020
Q3 		$0 Hold
34
– – ﹤0.01% 649
2020
Q2 		$0 Hold
34
– – ﹤0.01% 581
2020
Q1 		$0 Buy
+34
New +$497 ﹤0.01% 637

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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's ETD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Ethan Allen Interiors (ETD) in Q1 2021, closing a stake of 34 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in ETD in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 165 funds tracked by Wall St. Rank hold ETD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Ethan Allen Interiors position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 34 Ethan Allen Interiors shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Ethan Allen Interiors in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Ethan Allen Interiors position peaked at $1K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.