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SFMG Wealth Advisors’s Etsy ETSY Stock Holding History

SFMG Wealth 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
Q2 		– Sell
-1,922
Closed -$214K – 263
2023
Q1 		$214K Buy
1,922
+20
+1% +$2.48K 0.02% 224
2022
Q4 		$228K Buy
1,902
+3
+0.2% +$343 0.03% 212
2022
Q3 		$202K Buy
+1,899
New +$194K 0.02% 222
2022
Q2 		– Sell
-1,901
Closed -$236K – 289
2022
Q1 		$236K Hold
1,901
– – 0.02% 239
2021
Q4 		$416K Sell
1,901
-514
-21% -$124K 0.04% 169
2021
Q3 		$502K Hold
2,415
– – 0.06% 144
2021
Q2 		$497K Hold
2,415
– – 0.06% 149
2021
Q1 		$487K Buy
2,415
+611
+34% +$128K 0.06% 144
2020
Q4 		$321K Hold
1,804
– – 0.04% 164
2020
Q3 		$219K Buy
+1,804
New +$211K 0.03% 162

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
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