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Mark Sheptoff Financial Planning’s Etsy ETSY Stock Holding History

Mark Sheptoff Financial Planning’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
Q4 		– Sell
-300
Closed -$62K – 463
2021
Q3 		$62K Hold
300
– – 0.03% 162
2021
Q2 		$62K Buy
+300
New +$55.5K 0.03% 166

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETSY Position: Q4 2021 in Review

Mark Sheptoff Financial Planning sold out of Etsy (ETSY) in Q4 2021, closing a stake of 300 shares — an estimated $62K sold.

Mark Sheptoff Financial Planning first reported a position in ETSY in Q2 2021 and held it in 2 quarters. The position peaked at $62K in Q3 2021. 878 funds tracked by Wall St. Rank hold ETSY as of Q4 2021.

  • Mark Sheptoff Financial Planning reported no remaining Etsy position as of Q4 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Etsy shares in Q4 2021, an estimated $62K.
  • Mark Sheptoff Financial Planning first reported a position in Etsy in Q2 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Etsy position peaked at $62K in Q3 2021.
  • 878 funds tracked by Wall St. Rank held Etsy as of Q4 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2021, filed 11 Feb 2022.