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Meridian Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Meridian Wealth Management’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
2021
Q4 		– Sell
-17,064
Closed -$404K – 408
2021
Q3 		$404K Buy
17,064
+530
+3% +$13.1K 0.05% 254
2021
Q2 		$456K Buy
+16,534
New +$478K 0.06% 241

Other funds holding ETD

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Management's ETD Position: Q4 2021 in Review

Meridian Wealth Management sold out of Ethan Allen Interiors (ETD) in Q4 2021, closing a stake of 17,064 shares — an estimated $404K sold.

Meridian Wealth Management first reported a position in ETD in Q2 2021 and held it in 2 quarters. The position peaked at $456K in Q2 2021. 180 funds tracked by Wall St. Rank hold ETD as of Q4 2021.

  • Meridian Wealth Management reported no remaining Ethan Allen Interiors position as of Q4 2021 after selling out during the quarter.
  • Meridian Wealth Management sold 17,064 Ethan Allen Interiors shares in Q4 2021, an estimated $404K.
  • Meridian Wealth Management first reported a position in Ethan Allen Interiors in Q2 2021 and held it in 2 quarters.
  • Meridian Wealth Management's Ethan Allen Interiors position peaked at $456K in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2021.

Based on Meridian Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.