U.S. Capital Wealth Advisors’s Etsy ETSY Stock Holding History

U.S. Capital 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	-3,788	Closed	-$422K	–	669
2023 Q1	$422K	Buy	3,788 +1	+0%	+$124	0.02%	464
2022 Q4	$454K	Sell	3,787 -50	-1%	-$5.72K	0.02%	474
2022 Q3	$384K	Buy	+3,837	New	+$392K	0.02%	488
2022 Q2	–	Sell	-2,256	Closed	-$280K	–	686
2022 Q1	$280K	Buy	2,256 +153	+7%	+$22.7K	0.01%	615
2021 Q4	$460K	Sell	2,103 -455	-18%	-$110K	0.02%	529
2021 Q3	$532K	Buy	+2,558	New	+$519K	0.02%	498

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

U.S. Capital Wealth Advisors's ETSY Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of Etsy (ETSY) in Q2 2023, closing a stake of 3,788 shares — an estimated $422K sold.

U.S. Capital Wealth Advisors first reported a position in ETSY in Q3 2021 and held it in 6 quarters. The position peaked at $532K in Q3 2021. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,788 Etsy shares in Q2 2023, an estimated $422K.
U.S. Capital Wealth Advisors first reported a position in Etsy in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Etsy position peaked at $532K in Q3 2021.
682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

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