JF
ETD icon

Joule Financial’s Ethan Allen Interiors ETD Stock Holding History

Joule Financial’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
2024
Q4 		– Sell
-17,734
Closed -$566K – 112
2024
Q3 		$566K Buy
17,734
+1,818
+11% +$54.9K 0.21% 57
2024
Q2 		$444K Buy
+15,916
New +$472K 0.18% 62
2023
Q4 		– Sell
-13,559
Closed -$405K – 113
2023
Q3 		$405K Buy
13,559
+2,717
+25% +$84.1K 0.21% 65
2023
Q2 		$307K Buy
10,842
+558
+5% +$15.2K 0.16% 74
2023
Q1 		$282K Buy
+10,284
New +$292K 0.15% 76

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return