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JGP Wealth Management’s Etsy ETSY Stock Holding History

JGP 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
2022
Q2 		– Sell
-4,935
Closed -$575K – 150
2022
Q1 		$575K Buy
4,935
+1,112
+29% +$165K 0.11% 97
2021
Q4 		$720K Buy
3,823
+669
+21% +$161K 0.13% 89
2021
Q3 		$656K Buy
3,154
+303
+11% +$61.4K 0.14% 89
2021
Q2 		$587K Buy
+2,851
New +$528K 0.13% 90

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JGP Wealth Management's ETSY Position: Q2 2022 in Review

JGP Wealth Management sold out of Etsy (ETSY) in Q2 2022, closing a stake of 4,935 shares — an estimated $575K sold.

JGP Wealth Management first reported a position in ETSY in Q2 2021 and held it in 4 quarters. The position peaked at $720K in Q4 2021. 666 funds tracked by Wall St. Rank hold ETSY as of Q2 2022.

  • JGP Wealth Management reported no remaining Etsy position as of Q2 2022 after selling out during the quarter.
  • JGP Wealth Management sold 4,935 Etsy shares in Q2 2022, an estimated $575K.
  • JGP Wealth Management first reported a position in Etsy in Q2 2021 and held it in 4 quarters.
  • JGP Wealth Management's Etsy position peaked at $720K in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Etsy as of Q2 2022.

Based on JGP Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.