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Obermeyer Wealth Partners’s Etsy ETSY Stock Holding History

Obermeyer Wealth Partners’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
-1,091
Closed -$227K – 235
2021
Q3 		$227K Buy
1,091
+115
+12% +$23.3K 0.01% 195
2021
Q2 		$201K Buy
+976
New +$181K 0.01% 204

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

Obermeyer Wealth Partners's ETSY Position: Q4 2021 in Review

Obermeyer Wealth Partners sold out of Etsy (ETSY) in Q4 2021, closing a stake of 1,091 shares — an estimated $227K sold.

Obermeyer Wealth Partners first reported a position in ETSY in Q2 2021 and held it in 2 quarters. The position peaked at $227K in Q3 2021. 878 funds tracked by Wall St. Rank hold ETSY as of Q4 2021.

  • Obermeyer Wealth Partners reported no remaining Etsy position as of Q4 2021 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,091 Etsy shares in Q4 2021, an estimated $227K.
  • Obermeyer Wealth Partners first reported a position in Etsy in Q2 2021 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Etsy position peaked at $227K in Q3 2021.
  • 878 funds tracked by Wall St. Rank held Etsy as of Q4 2021.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2021, filed 31 Jan 2022.