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United Capital Financial Advisors’s Etsy ETSY Stock Holding History

United Capital Financial 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
2024
Q1 		– Sell
-3,569
Closed -$289K – 1096
2023
Q4 		$289K Buy
+3,569
New +$255K ﹤0.01% 885
2022
Q4 		– Sell
-2,072
Closed -$207K – 1062
2022
Q3 		$207K Buy
+2,072
New +$211K ﹤0.01% 1015
2022
Q2 		– Sell
-2,113
Closed -$263K – 1139
2022
Q1 		$263K Sell
2,113
-39
-2% -$5.8K ﹤0.01% 1029
2021
Q4 		$471K Buy
2,152
+201
+10% +$48.4K ﹤0.01% 878
2021
Q3 		$406K Buy
1,951
+53
+3% +$10.7K ﹤0.01% 920
2021
Q2 		$391K Buy
1,898
+28
+1% +$5.18K ﹤0.01% 945
2021
Q1 		$377K Sell
1,870
-173
-8% -$36.2K ﹤0.01% 930
2020
Q4 		$363K Sell
2,043
-56
-3% -$8.42K ﹤0.01% 941
2020
Q3 		$255K Buy
+2,099
New +$246K ﹤0.01% 1001

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

United Capital Financial Advisors's ETSY Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Etsy (ETSY) in Q1 2024, closing a stake of 3,569 shares — an estimated $289K sold.

United Capital Financial Advisors first reported a position in ETSY in Q3 2020 and held it in 9 quarters. The position peaked at $471K in Q4 2021. 621 funds tracked by Wall St. Rank hold ETSY as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Etsy position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,569 Etsy shares in Q1 2024, an estimated $289K.
  • United Capital Financial Advisors first reported a position in Etsy in Q3 2020 and held it in 9 quarters.
  • United Capital Financial Advisors's Etsy position peaked at $471K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Etsy as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.