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Synergy Financial Group’s Etsy ETSY Stock Holding History

Synergy Financial Group’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
Q1 		– Sell
-1,784
Closed -$214K – 81
2022
Q4 		$214K Sell
1,784
-787
-31% -$90K 0.42% 68
2022
Q3 		$257K Buy
+2,571
New +$262K 0.39% 69
2022
Q2 		– Sell
-2,814
Closed -$350K – 86
2022
Q1 		$350K Buy
2,814
+1,034
+58% +$154K 0.37% 66
2021
Q4 		$390K Buy
+1,780
New +$429K 0.35% 67

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Financial Group's ETSY Position: Q1 2023 in Review

Synergy Financial Group sold out of Etsy (ETSY) in Q1 2023, closing a stake of 1,784 shares — an estimated $214K sold.

Synergy Financial Group first reported a position in ETSY in Q4 2021 and held it in 4 quarters. The position peaked at $390K in Q4 2021. 718 funds tracked by Wall St. Rank hold ETSY as of Q1 2023.

  • Synergy Financial Group reported no remaining Etsy position as of Q1 2023 after selling out during the quarter.
  • Synergy Financial Group sold 1,784 Etsy shares in Q1 2023, an estimated $214K.
  • Synergy Financial Group first reported a position in Etsy in Q4 2021 and held it in 4 quarters.
  • Synergy Financial Group's Etsy position peaked at $390K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Etsy as of Q1 2023.

Based on Synergy Financial Group's 13F filing for Q1 2023, filed 3 May 2023.