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Sterling Investment Advisors (Pennsylvania)’s Etsy ETSY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q4 		– Sell
-2,000
Closed -$243K – 453
2020
Q3 		$243K Sell
2,000
-1,000
-33% -$117K 0.09% 115
2020
Q2 		$318K Buy
3,000
+1,000
+50% +$74K 0.13% 108
2020
Q1 		$76K Hold
2,000
– – 0.04% 160
2019
Q4 		$88K Sell
2,000
-1,000
-33% -$47.6K 0.04% 162
2019
Q3 		$170K Buy
3,000
+2,000
+200% +$118K 0.09% 121
2019
Q2 		$61K Buy
+1,000
New +$65.3K 0.03% 187

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ETSY Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Etsy (ETSY) in Q4 2020, closing a stake of 2,000 shares — an estimated $243K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ETSY in Q2 2019 and held it in 6 quarters. The position peaked at $318K in Q2 2020. 717 funds tracked by Wall St. Rank hold ETSY as of Q4 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Etsy position as of Q4 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,000 Etsy shares in Q4 2020, an estimated $243K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Etsy in Q2 2019 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Etsy position peaked at $318K in Q2 2020.
  • 717 funds tracked by Wall St. Rank held Etsy as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.