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Lee Financial’s Etsy ETSY Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-4
Closed -$325 – 378
2023
Q4 		$325 Sell
4
-220
-98% -$15.7K ﹤0.01% 831
2023
Q3 		$14.5K Hold
224
– – ﹤0.01% 353
2023
Q2 		$19K Hold
224
– – ﹤0.01% 313
2023
Q1 		$24.9K Sell
224
-2
-0.9% -$248 ﹤0.01% 283
2022
Q4 		$27.1K Hold
226
– – ﹤0.01% 306
2022
Q3 		$22K Buy
226
+124
+122% +$12.7K ﹤0.01% 321
2022
Q2 		$7K Sell
102
-15
-13% -$1.37K ﹤0.01% 501
2022
Q1 		$14K Buy
117
+97
+485% +$14.4K ﹤0.01% 387
2021
Q4 		$5K Sell
20
-4
-17% -$964 ﹤0.01% 594
2021
Q3 		$5K Hold
24
– – ﹤0.01% 486
2021
Q2 		$5K Buy
+24
New +$4.44K ﹤0.01% 457
2020
Q4 		– Sell
-450
Closed -$55K – 496
2020
Q3 		$55K Buy
+450
New +$52.7K 0.02% 223

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lee Financial's ETSY Position: Q1 2024 in Review

Lee Financial sold out of Etsy (ETSY) in Q1 2024, closing a stake of 4 shares — an estimated $325 sold.

Lee Financial first reported a position in ETSY in Q3 2020 and held it in 12 quarters. The position peaked at $55K in Q3 2020. 622 funds tracked by Wall St. Rank hold ETSY as of Q1 2024.

  • Lee Financial reported no remaining Etsy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 4 Etsy shares in Q1 2024, an estimated $325.
  • Lee Financial first reported a position in Etsy in Q3 2020 and held it in 12 quarters.
  • Lee Financial's Etsy position peaked at $55K in Q3 2020.
  • 622 funds tracked by Wall St. Rank held Etsy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.