Icon Wealth Partners’s Etsy ETSY Stock Holding History

Icon Wealth Partners’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 Q3	$111K	Buy	1,718 +13	+0.8%	+$1.02K	0.01%	377
2023 Q2	$144K	Sell	1,705 -170	-9%	-$16K	0.02%	353
2023 Q1	$209K	Buy	+1,875	New	+$233K	0.02%	307
2022 Q2	–	Sell	-1,655	Closed	-$206K	–	312
2022 Q1	$206K	Buy	1,655 +700	+73%	+$104K	0.02%	316
2021 Q4	$209K	Buy	+955	New	+$230K	0.02%	310
2019 Q2	–	Sell	-310	Closed	-$21K	–	343
2019 Q1	$21K	Buy	+310	New	+$18.5K	0.01%	539

Other funds holding ETSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Icon Wealth Partners's ETSY Position: Q3 2023 in Review

Icon Wealth Partners increased its Etsy (ETSY) stake by 0.76% in Q3 2023, buying an estimated $1.02K and bringing the position to 1,718 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #377.

Icon Wealth Partners first reported a position in ETSY in Q1 2019 and has held it in 6 quarters since. The position peaked at $209K in Q4 2021. 616 funds tracked by Wall St. Rank hold ETSY as of Q3 2023.

Icon Wealth Partners held 1,718 shares of Etsy worth $111K as of Q3 2023.
Icon Wealth Partners bought 13 Etsy shares in Q3 2023, an estimated $1.02K.
Etsy made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #377 holding.
Icon Wealth Partners first reported a position in Etsy in Q1 2019 and has held it in 6 quarters since.
Icon Wealth Partners's Etsy position peaked at $209K in Q4 2021.
616 funds tracked by Wall St. Rank held Etsy as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.