JWCA
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J.W. Cole Advisors’s Ethan Allen Interiors ETD Stock Holding History

J.W. Cole Advisors’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
2022
Q2 		– Sell
-19,122
Closed -$499K – 749
2022
Q1 		$499K Sell
19,122
-244
-1% -$6.29K 0.03% 456
2021
Q4 		$509K Buy
19,366
+4,247
+28% +$104K 0.03% 458
2021
Q3 		$358K Buy
+15,119
New +$373K 0.03% 317

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J.W. Cole Advisors's ETD Position: Q2 2022 in Review

J.W. Cole Advisors sold out of Ethan Allen Interiors (ETD) in Q2 2022, closing a stake of 19,122 shares — an estimated $499K sold.

J.W. Cole Advisors first reported a position in ETD in Q3 2021 and held it in 3 quarters. The position peaked at $509K in Q4 2021. 184 funds tracked by Wall St. Rank hold ETD as of Q2 2022.

  • J.W. Cole Advisors reported no remaining Ethan Allen Interiors position as of Q2 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 19,122 Ethan Allen Interiors shares in Q2 2022, an estimated $499K.
  • J.W. Cole Advisors first reported a position in Ethan Allen Interiors in Q3 2021 and held it in 3 quarters.
  • J.W. Cole Advisors's Ethan Allen Interiors position peaked at $509K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2022.

Based on J.W. Cole Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.