Operose Advisors’s Etsy ETSY Stock Holding History

Operose Advisors’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 Q4	–	Sell	-429	Closed	-$27.7K	–	645
2023 Q3	$27.7K	Buy	+429	New	+$33.8K	0.01%	417

Other funds holding ETSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Operose Advisors's ETSY Position: Q4 2023 in Review

Operose Advisors sold out of Etsy (ETSY) in Q4 2023, closing a stake of 429 shares — an estimated $27.7K sold.

Operose Advisors first reported a position in ETSY in Q3 2023 and held it in 1 quarter. The position peaked at $27.7K in Q3 2023. 654 funds tracked by Wall St. Rank hold ETSY as of Q4 2023.

Operose Advisors reported no remaining Etsy position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 429 Etsy shares in Q4 2023, an estimated $27.7K.
Operose Advisors first reported a position in Etsy in Q3 2023 and held it in 1 quarter.
Operose Advisors's Etsy position peaked at $27.7K in Q3 2023.
654 funds tracked by Wall St. Rank held Etsy as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.