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TCI Wealth Advisors’s Etsy ETSY Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-104
Closed -$11.6K – 861
2023
Q1 		$11.6K Sell
104
-1
-1% -$124 ﹤0.01% 992
2022
Q4 		$12.6K Buy
105
+55
+110% +$6.29K ﹤0.01% 920
2022
Q3 		$5K Buy
50
+6
+14% +$612 ﹤0.01% 1445
2022
Q2 		$3K Buy
44
+31
+238% +$2.83K ﹤0.01% 1789
2022
Q1 		$2K Sell
13
-74
-85% -$11K ﹤0.01% 1969
2021
Q4 		$19K Buy
87
+10
+13% +$2.41K ﹤0.01% 734
2021
Q3 		$16K Buy
77
+46
+148% +$9.33K ﹤0.01% 783
2021
Q2 		$6K Sell
31
-14
-31% -$2.59K ﹤0.01% 1306
2021
Q1 		$9K Buy
45
+37
+463% +$7.74K ﹤0.01% 898
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1369
2020
Q3 		$1K Hold
8
– – ﹤0.01% 1311
2020
Q2 		$1K Buy
+8
New +$592 ﹤0.01% 1244
2019
Q4 		– Sell
-9
Closed -$1K – 1574
2019
Q3 		$1K Hold
9
– – ﹤0.01% 1268
2019
Q2 		$1K Hold
9
– – ﹤0.01% 1183
2019
Q1 		$1K Sell
9
-41
-82% -$2.45K ﹤0.01% 1201
2018
Q4 		$2K Buy
50
+35
+233% +$1.65K ﹤0.01% 985
2018
Q3 		$1K Buy
+15
New +$691 ﹤0.01% 1206

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Etsy (ETSY) in Q2 2023, closing a stake of 104 shares — an estimated $11.6K sold.

TCI Wealth Advisors first reported a position in ETSY in Q3 2018 and held it in 17 quarters. The position peaked at $19K in Q4 2021. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 104 Etsy shares in Q2 2023, an estimated $11.6K.
  • TCI Wealth Advisors first reported a position in Etsy in Q3 2018 and held it in 17 quarters.
  • TCI Wealth Advisors's Etsy position peaked at $19K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

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