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Vahanian & Associates Financial Planning’s Etsy ETSY Stock Holding History

Vahanian & Associates Financial Planning’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
-1,928
Closed -$215K – 65
2023
Q1 		$215K Sell
1,928
-135
-7% -$16.7K 0.6% 61
2022
Q4 		$247K Sell
2,063
-690
-25% -$78.9K 0.81% 44
2022
Q3 		$276K Buy
+2,753
New +$281K 0.95% 35
2022
Q2 		– Sell
-3,013
Closed -$374K – 47
2022
Q1 		$374K Sell
3,013
-1,825
-38% -$271K 0.86% 31
2021
Q4 		$1.06M Buy
+4,838
New +$1.17M 0.85% 27

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vahanian & Associates Financial Planning's ETSY Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Etsy (ETSY) in Q2 2023, closing a stake of 1,928 shares — an estimated $215K sold.

Vahanian & Associates Financial Planning first reported a position in ETSY in Q4 2021 and held it in 5 quarters. The position peaked at $1.06M in Q4 2021. 682 funds tracked by Wall St. Rank hold ETSY as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Etsy position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,928 Etsy shares in Q2 2023, an estimated $215K.
  • Vahanian & Associates Financial Planning first reported a position in Etsy in Q4 2021 and held it in 5 quarters.
  • Vahanian & Associates Financial Planning's Etsy position peaked at $1.06M in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Etsy as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.