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Thrive Wealth Management’s Etsy ETSY Stock Holding History

Thrive Wealth Management’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
-1,993
Closed -$222K – 185
2023
Q1 		$222K Sell
1,993
-8
-0.4% -$992 0.06% 157
2022
Q4 		$240K Buy
+2,001
New +$229K 0.07% 141
2022
Q2 		– Sell
-1,992
Closed -$248K – 151
2022
Q1 		$248K Buy
1,992
+5
+0.3% +$743 0.07% 136
2021
Q4 		$435K Buy
+1,987
New +$479K 0.15% 88

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Thrive Wealth Management's ETSY Position: Q2 2023 in Review

Thrive Wealth Management sold out of Etsy (ETSY) in Q2 2023, closing a stake of 1,993 shares — an estimated $222K sold.

Thrive Wealth Management first reported a position in ETSY in Q4 2021 and held it in 4 quarters. The position peaked at $435K in Q4 2021. 681 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • Thrive Wealth Management reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • Thrive Wealth Management sold 1,993 Etsy shares in Q2 2023, an estimated $222K.
  • Thrive Wealth Management first reported a position in Etsy in Q4 2021 and held it in 4 quarters.
  • Thrive Wealth Management's Etsy position peaked at $435K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on Thrive Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.