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 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

HighMark Wealth Management's ETSY Position: Q2 2023 in Review

HighMark Wealth Management sold out of Etsy (ETSY) in Q2 2023, closing a stake of 109 shares — an estimated $12.1K sold.

HighMark Wealth Management first reported a position in ETSY in Q4 2020 and held it in 10 quarters. The position peaked at $31K in Q4 2021. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

HighMark Wealth Management reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
HighMark Wealth Management sold 109 Etsy shares in Q2 2023, an estimated $12.1K.
HighMark Wealth Management first reported a position in Etsy in Q4 2020 and held it in 10 quarters.
HighMark Wealth Management's Etsy position peaked at $31K in Q4 2021.
682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.