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ProVise Management Group’s Ethan Allen Interiors ETD Stock Holding History

ProVise Management Group’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
2023
Q2 		– Sell
-9,372
Closed -$257K – 349
2023
Q1 		$257K Buy
+9,372
New +$266K 0.02% 301

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State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ProVise Management Group's ETD Position: Q2 2023 in Review

ProVise Management Group sold out of Ethan Allen Interiors (ETD) in Q2 2023, closing a stake of 9,372 shares — an estimated $257K sold.

ProVise Management Group first reported a position in ETD in Q1 2023 and held it in 1 quarter. The position peaked at $257K in Q1 2023. 206 funds tracked by Wall St. Rank hold ETD as of Q2 2023.

  • ProVise Management Group reported no remaining Ethan Allen Interiors position as of Q2 2023 after selling out during the quarter.
  • ProVise Management Group sold 9,372 Ethan Allen Interiors shares in Q2 2023, an estimated $257K.
  • ProVise Management Group first reported a position in Ethan Allen Interiors in Q1 2023 and held it in 1 quarter.
  • ProVise Management Group's Ethan Allen Interiors position peaked at $257K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2023.

Based on ProVise Management Group's 13F filing for Q2 2023, filed 3 Aug 2023.