OIA
ETD icon

Optimum Investment Advisors’s Ethan Allen Interiors ETD Stock Holding History

Optimum Investment Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$3K – 858
2021
Q2 		$3K Buy
+100
New +$2.89K ﹤0.01% 848

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's ETD Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Ethan Allen Interiors (ETD) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in ETD in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 167 funds tracked by Wall St. Rank hold ETD as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Ethan Allen Interiors position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Ethan Allen Interiors shares in Q3 2021, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Ethan Allen Interiors in Q2 2021 and held it in 1 quarter.
  • Optimum Investment Advisors's Ethan Allen Interiors position peaked at $3K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.