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Jackson Wealth Management’s Etsy ETSY Stock Holding History

Jackson 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
2021
Q3 		– Sell
-15,000
Closed -$3.09M – 99
2021
Q2 		$3.09M Sell
15,000
-5,000
-25% -$925K 0.39% 65
2021
Q1 		$4.03M Buy
+20,000
New +$4.19M 0.6% 47
2020
Q1 		– Sell
-30,000
Closed -$1.52M – 117
2019
Q4 		$1.52M Buy
+30,000
New +$1.43M 0.25% 93

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Jackson Wealth Management's ETSY Position: Q3 2021 in Review

Jackson Wealth Management sold out of Etsy (ETSY) in Q3 2021, closing a stake of 15,000 shares — an estimated $3.09M sold.

Jackson Wealth Management first reported a position in ETSY in Q4 2019 and held it in 3 quarters. The position peaked at $4.03M in Q1 2021. 804 funds tracked by Wall St. Rank hold ETSY as of Q3 2021.

  • Jackson Wealth Management reported no remaining Etsy position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 15,000 Etsy shares in Q3 2021, an estimated $3.09M.
  • Jackson Wealth Management first reported a position in Etsy in Q4 2019 and held it in 3 quarters.
  • Jackson Wealth Management's Etsy position peaked at $4.03M in Q1 2021.
  • 804 funds tracked by Wall St. Rank held Etsy as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.