HSA
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HBK Sorce Advisory’s Etsy ETSY Stock Holding History

HBK Sorce 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
Q1 		– Sell
-2,642
Closed -$316K – 682
2022
Q4 		$316K Buy
+2,642
New +$302K 0.01% 540
2022
Q2 		– Sell
-1,692
Closed -$210K – 492
2022
Q1 		$210K Sell
1,692
-1,352
-44% -$201K 0.01% 498
2021
Q4 		$666K Sell
3,044
-384
-11% -$92.5K 0.03% 280
2021
Q3 		$713K Sell
3,428
-13
-0.4% -$2.64K 0.04% 252
2021
Q2 		$708K Buy
3,441
+2,255
+190% +$417K 0.04% 258
2021
Q1 		$239K Sell
1,186
-43
-3% -$9K 0.01% 468
2020
Q4 		$219K Sell
1,229
-3,219
-72% -$484K 0.01% 453
2020
Q3 		$541K Sell
4,448
-852
-16% -$99.7K 0.04% 244
2020
Q2 		$563K Buy
+5,300
New +$392K 0.04% 233
2020
Q1 		– Sell
-13,736
Closed -$609K – 415
2019
Q4 		$609K Buy
13,736
+1,167
+9% +$55.6K 0.05% 235
2019
Q3 		$710K Buy
12,569
+5,665
+82% +$333K 0.07% 202
2019
Q2 		$424K Buy
6,904
+73
+1% +$4.76K 0.04% 266
2019
Q1 		$459K Sell
6,831
-2,126
-24% -$127K 0.05% 260
2018
Q4 		$426K Buy
8,957
+140
+2% +$6.59K 0.05% 242
2018
Q3 		$453K Buy
+8,817
New +$406K 0.05% 234

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return