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Mogy Joel R Investment Counsel’s Etsy ETSY Stock Holding History

Mogy Joel R Investment Counsel’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
2023
Q3 		– Sell
-7,809
Closed -$661K – 109
2023
Q2 		$661K Buy
7,809
+3,362
+76% +$317K 0.05% 83
2023
Q1 		$495K Buy
4,447
+2,060
+86% +$255K 0.04% 91
2022
Q4 		$286K Buy
2,387
+50
+2% +$5.72K 0.03% 97
2022
Q3 		$234K Buy
+2,337
New +$239K 0.02% 102
2022
Q2 		– Sell
-2,440
Closed -$303K – 110
2022
Q1 		$303K Buy
2,440
+830
+52% +$123K 0.02% 99
2021
Q4 		$352K Buy
+1,610
New +$388K 0.03% 103

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mogy Joel R Investment Counsel's ETSY Position: Q3 2023 in Review

Mogy Joel R Investment Counsel sold out of Etsy (ETSY) in Q3 2023, closing a stake of 7,809 shares — an estimated $661K sold.

Mogy Joel R Investment Counsel first reported a position in ETSY in Q4 2021 and held it in 6 quarters. The position peaked at $661K in Q2 2023. 617 funds tracked by Wall St. Rank hold ETSY as of Q3 2023.

  • Mogy Joel R Investment Counsel reported no remaining Etsy position as of Q3 2023 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 7,809 Etsy shares in Q3 2023, an estimated $661K.
  • Mogy Joel R Investment Counsel first reported a position in Etsy in Q4 2021 and held it in 6 quarters.
  • Mogy Joel R Investment Counsel's Etsy position peaked at $661K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held Etsy as of Q3 2023.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2023, filed 1 Nov 2023.