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UCFA
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Nomura Holdings
Tokyo, Japan
$12B AUM
34.44%
1-Year Est. Return
BCM
Bares Capital Management
Austin, Texas
$1.08B AUM
38.13%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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