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Summit Securities Group’s Ethan Allen Interiors ETD Stock Holding History

Summit Securities Group’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-278
Closed -$7K – 1027
2022
Q1 		$7K Buy
+278
New +$7.16K ﹤0.01% 905

Other funds holding ETD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Securities Group's ETD Position: Q2 2022 in Review

Summit Securities Group sold out of Ethan Allen Interiors (ETD) in Q2 2022, closing a stake of 278 shares — an estimated $7K sold.

Summit Securities Group first reported a position in ETD in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 184 funds tracked by Wall St. Rank hold ETD as of Q2 2022.

  • Summit Securities Group reported no remaining Ethan Allen Interiors position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 278 Ethan Allen Interiors shares in Q2 2022, an estimated $7K.
  • Summit Securities Group first reported a position in Ethan Allen Interiors in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's Ethan Allen Interiors position peaked at $7K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.