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

TCI 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 Q2	–	Sell	-143	Closed	-$3.93K	–	857
2023 Q1	$3.93K	Hold	143	–	–	﹤0.01%	1700
2022 Q4	$3.78K	Hold	143	–	–	﹤0.01%	1714
2022 Q3	$3K	Hold	143	–	–	﹤0.01%	1762
2022 Q2	$3K	Sell	143 -161	-53%	-$3.8K	﹤0.01%	1788
2022 Q1	$8K	Buy	304 +161	+113%	+$4.15K	﹤0.01%	1240
2021 Q4	$4K	Hold	143	–	–	﹤0.01%	1804
2021 Q3	$3K	Sell	143 -77	-35%	-$1.9K	﹤0.01%	1926
2021 Q2	$6K	Hold	220	–	–	﹤0.01%	1305
2021 Q1	$6K	Buy	220 +77	+54%	+$1.94K	﹤0.01%	1137
2020 Q4	$3K	Hold	143	–	–	﹤0.01%	1081
2020 Q3	$2K	Hold	143	–	–	﹤0.01%	1100
2020 Q2	$2K	Sell	143 -37	-21%	-$411	﹤0.01%	1048
2020 Q1	$2K	Buy	180 +155	+620%	+$2.26K	﹤0.01%	1002
2019 Q4	$0	Buy	+25	New	+$466	﹤0.01%	1573
2018 Q1	–	Sell	-25	Closed	-$1K	–	1372
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	1173
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	1098
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	1120
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	1074
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	1150
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	1109
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	1051
2016 Q1	$1K	Buy	+25	New	+$698	﹤0.01%	1071

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

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TCI Wealth Advisors's ETD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ethan Allen Interiors (ETD) in Q2 2023, closing a stake of 143 shares — an estimated $3.93K sold.

TCI Wealth Advisors first reported a position in ETD in Q1 2016 and held it in 22 quarters. The position peaked at $8K in Q1 2022. 206 funds tracked by Wall St. Rank hold ETD as of Q2 2023.

TCI Wealth Advisors reported no remaining Ethan Allen Interiors position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 143 Ethan Allen Interiors shares in Q2 2023, an estimated $3.93K.
TCI Wealth Advisors first reported a position in Ethan Allen Interiors in Q1 2016 and held it in 22 quarters.
TCI Wealth Advisors's Ethan Allen Interiors position peaked at $8K in Q1 2022.
206 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.