NewEdge Wealth’s Etsy ETSY Stock Holding History

NewEdge Wealth’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 Q2	–	Sell	-2,329	Closed	-$259K	–	640
2023 Q1	$259K	Sell	2,329 -276	-11%	-$34.2K	0.01%	530
2022 Q4	$312K	Sell	2,605 -342	-12%	-$39.1K	0.01%	446
2022 Q3	$295K	Sell	2,947 -414	-12%	-$42.3K	0.01%	426
2022 Q2	$246K	Buy	3,361 +1,101	+49%	+$101K	0.01%	498
2022 Q1	$281K	Buy	+2,260	New	+$336K	0.01%	364

Other funds holding ETSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

NewEdge Wealth's ETSY Position: Q2 2023 in Review

NewEdge Wealth sold out of Etsy (ETSY) in Q2 2023, closing a stake of 2,329 shares — an estimated $259K sold.

NewEdge Wealth first reported a position in ETSY in Q1 2022 and held it in 5 quarters. The position peaked at $312K in Q4 2022. 681 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

NewEdge Wealth reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
NewEdge Wealth sold 2,329 Etsy shares in Q2 2023, an estimated $259K.
NewEdge Wealth first reported a position in Etsy in Q1 2022 and held it in 5 quarters.
NewEdge Wealth's Etsy position peaked at $312K in Q4 2022.
681 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.