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Schwarz Dygos Wheeler Investment Advisors’s Etsy ETSY Stock Holding History

Schwarz Dygos Wheeler Investment 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
2021
Q4 		– Sell
-3,000
Closed -$624K – 137
2021
Q3 		$624K Hold
3,000
– – 0.23% 72
2021
Q2 		$618K Hold
3,000
– – 0.22% 70
2021
Q1 		$605K Hold
3,000
– – 0.25% 66
2020
Q4 		$534K Hold
3,000
– – 0.26% 58
2020
Q3 		$365K Hold
3,000
– – 0.21% 73
2020
Q2 		$314K Buy
+3,000
New +$222K 0.2% 65

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's ETSY Position: Q4 2021 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Etsy (ETSY) in Q4 2021, closing a stake of 3,000 shares — an estimated $624K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ETSY in Q2 2020 and held it in 6 quarters. The position peaked at $624K in Q3 2021. 879 funds tracked by Wall St. Rank hold ETSY as of Q4 2021.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Etsy position as of Q4 2021 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 3,000 Etsy shares in Q4 2021, an estimated $624K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Etsy in Q2 2020 and held it in 6 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Etsy position peaked at $624K in Q3 2021.
  • 879 funds tracked by Wall St. Rank held Etsy as of Q4 2021.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.