Trevian Wealth Management’s Etsy ETSY Stock Holding History

Trevian 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
2022 Q1	–	Sell	-1,485	Closed	-$325K	–	43
2021 Q4	$325K	Buy	+1,485	New	+$358K	0.31%	28

Other funds holding ETSY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Trevian Wealth Management's ETSY Position: Q1 2022 in Review

Trevian Wealth Management sold out of Etsy (ETSY) in Q1 2022, closing a stake of 1,485 shares — an estimated $325K sold.

Trevian Wealth Management first reported a position in ETSY in Q4 2021 and held it in 1 quarter. The position peaked at $325K in Q4 2021. 787 funds tracked by Wall St. Rank hold ETSY as of Q1 2022.

Trevian Wealth Management reported no remaining Etsy position as of Q1 2022 after selling out during the quarter.
Trevian Wealth Management sold 1,485 Etsy shares in Q1 2022, an estimated $325K.
Trevian Wealth Management first reported a position in Etsy in Q4 2021 and held it in 1 quarter.
Trevian Wealth Management's Etsy position peaked at $325K in Q4 2021.
787 funds tracked by Wall St. Rank held Etsy as of Q1 2022.

Based on Trevian Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.