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V Wealth Advisors’s Ethan Allen Interiors ETD Stock Holding History

V Wealth Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,800
Closed -$682K – 384
2022
Q4 		$682K Buy
25,800
+2,900
+13% +$74.9K 0.14% 154
2022
Q3 		$484K Sell
22,900
-5,550
-20% -$130K 0.1% 203
2022
Q2 		$575K Sell
28,450
-2,000
-7% -$47.3K 0.11% 198
2022
Q1 		$794K Buy
30,450
+11,000
+57% +$283K 0.13% 180
2021
Q4 		$511K Sell
19,450
-8,650
-31% -$211K 0.07% 253
2021
Q3 		$666K Sell
28,100
-6,000
-18% -$148K 0.1% 206
2021
Q2 		$941K Buy
+34,100
New +$985K 0.15% 158

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

V Wealth Advisors's ETD Position: Q1 2023 in Review

V Wealth Advisors sold out of Ethan Allen Interiors (ETD) in Q1 2023, closing a stake of 25,800 shares — an estimated $682K sold.

V Wealth Advisors first reported a position in ETD in Q2 2021 and held it in 7 quarters. The position peaked at $941K in Q2 2021. 212 funds tracked by Wall St. Rank hold ETD as of Q1 2023.

  • V Wealth Advisors reported no remaining Ethan Allen Interiors position as of Q1 2023 after selling out during the quarter.
  • V Wealth Advisors sold 25,800 Ethan Allen Interiors shares in Q1 2023, an estimated $682K.
  • V Wealth Advisors first reported a position in Ethan Allen Interiors in Q2 2021 and held it in 7 quarters.
  • V Wealth Advisors's Ethan Allen Interiors position peaked at $941K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.