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Stiles Financial Services’s Etsy ETSY Stock Holding History

Stiles Financial Services’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
Q3 		– Sell
-5,344
Closed -$452K – 181
2023
Q2 		$452K Sell
5,344
-129
-2% -$12.2K 0.22% 105
2023
Q1 		$609K Hold
5,473
– – 0.33% 88
2022
Q4 		$656K Sell
5,473
-45
-0.8% -$5.15K 0.37% 78
2022
Q3 		$553K Buy
5,518
+50
+0.9% +$5.1K 0.34% 80
2022
Q2 		$400K Sell
5,468
-100
-2% -$9.13K 0.24% 107
2022
Q1 		$692K Buy
5,568
+394
+8% +$58.6K 0.35% 82
2021
Q4 		$1.13M Buy
+5,174
New +$1.25M 0.55% 55

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
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return