HWM
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HighMark Wealth Management’s Etsy ETSY Stock Holding History

HighMark Wealth Management’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
Q2 		– Sell
-109
Closed -$12.1K – 585
2023
Q1 		$12.1K Hold
109
– – 0.01% 271
2022
Q4 		$13.1K Hold
109
– – 0.01% 218
2022
Q3 		$11K Hold
109
– – 0.01% 230
2022
Q2 		$8K Sell
109
-33
-23% -$3.01K 0.01% 276
2022
Q1 		$18K Hold
142
– – 0.01% 187
2021
Q4 		$31K Hold
142
– – 0.02% 147
2021
Q3 		$30K Hold
142
– – 0.02% 149
2021
Q2 		$29K Buy
142
+10
+8% +$1.85K 0.02% 154
2021
Q1 		$27K Hold
132
– – 0.02% 145
2020
Q4 		$23K Buy
+132
New +$19.9K 0.02% 156

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return