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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 $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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Stiles Financial Services's ETSY Position: Q3 2023 in Review

Stiles Financial Services sold out of Etsy (ETSY) in Q3 2023, closing a stake of 5,344 shares — an estimated $452K sold.

Stiles Financial Services first reported a position in ETSY in Q4 2021 and held it in 7 quarters. The position peaked at $1.13M in Q4 2021. 616 funds tracked by Wall St. Rank hold ETSY as of Q3 2023.

  • Stiles Financial Services reported no remaining Etsy position as of Q3 2023 after selling out during the quarter.
  • Stiles Financial Services sold 5,344 Etsy shares in Q3 2023, an estimated $452K.
  • Stiles Financial Services first reported a position in Etsy in Q4 2021 and held it in 7 quarters.
  • Stiles Financial Services's Etsy position peaked at $1.13M in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Etsy as of Q3 2023.

Based on Stiles Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.