TFO Wealth Partners’s Etsy ETSY Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-4	Closed	-$338	–	981
2023 Q3	$338	Buy	+4	New	+$315	﹤0.01%	606
2021 Q2	–	Sell	-1,100	Closed	-$222K	–	125
2021 Q1	$222K	Buy	+1,100	New	+$230K	0.07%	33

Other funds holding ETSY

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TFO Wealth Partners's ETSY Position: Q4 2023 in Review

TFO Wealth Partners sold out of Etsy (ETSY) in Q4 2023, closing a stake of 4 shares — an estimated $338 sold.

TFO Wealth Partners first reported a position in ETSY in Q1 2021 and held it in 2 quarters. The position peaked at $222K in Q1 2021. 654 funds tracked by Wall St. Rank hold ETSY as of Q4 2023.

TFO Wealth Partners reported no remaining Etsy position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 4 Etsy shares in Q4 2023, an estimated $338.
TFO Wealth Partners first reported a position in Etsy in Q1 2021 and held it in 2 quarters.
TFO Wealth Partners's Etsy position peaked at $222K in Q1 2021.
654 funds tracked by Wall St. Rank held Etsy as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.