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Northeast Financial Consultants’s Etsy ETSY Stock Holding History

Northeast Financial Consultants’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
-3,940
Closed -$439K – 305
2023
Q1 		$439K Buy
3,940
+2
+0.1% +$248 0.03% 205
2022
Q4 		$472K Hold
3,938
– – 0.03% 192
2022
Q3 		$394K Hold
3,938
– – 0.03% 223
2022
Q2 		$288K Buy
3,938
+1,003
+34% +$91.6K 0.02% 262
2022
Q1 		$365K Buy
2,935
+1,415
+93% +$210K 0.02% 273
2021
Q4 		$333K Buy
+1,520
New +$366K 0.02% 269

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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
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

Northeast Financial Consultants's ETSY Position: Q2 2023 in Review

Northeast Financial Consultants sold out of Etsy (ETSY) in Q2 2023, closing a stake of 3,940 shares — an estimated $439K sold.

Northeast Financial Consultants first reported a position in ETSY in Q4 2021 and held it in 6 quarters. The position peaked at $472K in Q4 2022. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • Northeast Financial Consultants reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • Northeast Financial Consultants sold 3,940 Etsy shares in Q2 2023, an estimated $439K.
  • Northeast Financial Consultants first reported a position in Etsy in Q4 2021 and held it in 6 quarters.
  • Northeast Financial Consultants's Etsy position peaked at $472K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.