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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

SFMG Wealth Advisors's ETSY Position: Q2 2023 in Review

SFMG Wealth Advisors sold out of Etsy (ETSY) in Q2 2023, closing a stake of 1,922 shares — an estimated $214K sold.

SFMG Wealth Advisors first reported a position in ETSY in Q3 2020 and held it in 10 quarters. The position peaked at $502K in Q3 2021. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • SFMG Wealth Advisors reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,922 Etsy shares in Q2 2023, an estimated $214K.
  • SFMG Wealth Advisors first reported a position in Etsy in Q3 2020 and held it in 10 quarters.
  • SFMG Wealth Advisors's Etsy position peaked at $502K in Q3 2021.
  • 682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on SFMG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.