Sutton Wealth Advisors’s Ethan Allen Interiors ETD Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-402	Closed	-$10.6K	–	1045
2022 Q4	$10.6K	Hold	402	–	–	﹤0.01%	923
2022 Q3	$8.5K	Buy	402 +4	+1%	+$93	﹤0.01%	944
2022 Q2	$8.04K	Sell	398 -6	-1%	-$142	﹤0.01%	966
2022 Q1	$10.5K	Hold	404	–	–	﹤0.01%	917
2021 Q4	$10.6K	Buy	404 +6	+2%	+$147	﹤0.01%	913
2021 Q3	$9.43K	Hold	398	–	–	﹤0.01%	930
2021 Q2	$11K	Hold	398	–	–	﹤0.01%	888
2021 Q1	$11K	Hold	398	–	–	﹤0.01%	849
2020 Q4	$8.04K	Hold	398	–	–	﹤0.01%	876
2020 Q3	$5.39K	Hold	398	–	–	﹤0.01%	907
2020 Q2	$4.71K	Hold	398	–	–	﹤0.01%	918
2020 Q1	$4.07K	Buy	398 +111	+39%	+$1.62K	﹤0.01%	887
2019 Q4	$5.47K	Hold	287	–	–	﹤0.01%	936
2019 Q3	$5.48K	Hold	287	–	–	﹤0.01%	934
2019 Q2	$6.04K	Hold	287	–	–	﹤0.01%	895
2019 Q1	$5.49K	Buy	+287	New	+$5.48K	﹤0.01%	919
2018 Q1	–	Sell	-415	Closed	-$11.9K	–	1130
2017 Q4	$11.9K	Hold	415	–	–	0.01%	725
2017 Q3	$13.4K	Buy	415 +226	+120%	+$6.93K	0.01%	681
2017 Q2	$6.11K	Sell	189 -340	-64%	-$10K	﹤0.01%	847
2017 Q1	$16.2K	Buy	529 +379	+253%	+$11.5K	0.01%	584
2016 Q4	$5.53K	Hold	150	–	–	﹤0.01%	828
2016 Q3	$4.69K	Hold	150	–	–	﹤0.01%	827
2016 Q2	$4.96K	Hold	150	–	–	﹤0.01%	781
2016 Q1	$4.77K	Buy	+150	New	+$4.19K	﹤0.01%	749

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's ETD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Ethan Allen Interiors (ETD) in Q1 2023, closing a stake of 402 shares — an estimated $10.6K sold.

Sutton Wealth Advisors first reported a position in ETD in Q1 2016 and held it in 24 quarters. The position peaked at $16.2K in Q1 2017. 212 funds tracked by Wall St. Rank hold ETD as of Q1 2023.

Sutton Wealth Advisors reported no remaining Ethan Allen Interiors position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 402 Ethan Allen Interiors shares in Q1 2023, an estimated $10.6K.
Sutton Wealth Advisors first reported a position in Ethan Allen Interiors in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Ethan Allen Interiors position peaked at $16.2K in Q1 2017.
212 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.