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Valeo Financial Advisors’s Etsy ETSY Stock Holding History

Valeo 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
2022
Q2 		– Sell
-1,592
Closed -$198K – 555
2022
Q1 		$198K Buy
1,592
+27
+2% +$4.01K 0.01% 549
2021
Q4 		$343K Buy
1,565
+47
+3% +$11.3K 0.02% 387
2021
Q3 		$316K Sell
1,518
-335
-18% -$67.9K 0.02% 389
2021
Q2 		$381K Sell
1,853
-544
-23% -$101K 0.02% 308
2021
Q1 		$483K Buy
2,397
+597
+33% +$125K 0.02% 278
2020
Q4 		$320K Buy
1,800
+616
+52% +$92.6K 0.02% 320
2020
Q3 		$144K Sell
1,184
-531
-31% -$62.2K 0.01% 394
2020
Q2 		$182K Buy
1,715
+407
+31% +$30.1K 0.02% 340
2020
Q1 		$70K Buy
1,308
+1,058
+423% +$51.7K 0.01% 512
2019
Q4 		$11K Buy
+250
New +$11.9K ﹤0.01% 1080
2019
Q3 		– Sell
-263
Closed -$16K – 1588
2019
Q2 		$16K Sell
263
-8
-3% -$522 ﹤0.01% 904
2019
Q1 		$18K Hold
271
– – ﹤0.01% 818
2018
Q4 		$13K Sell
271
-240
-47% -$11.3K ﹤0.01% 814
2018
Q3 		$21K Buy
511
+163
+47% +$7.5K ﹤0.01% 756
2018
Q2 		$16K Buy
348
+70
+25% +$2.28K ﹤0.01% 818
2018
Q1 		$8K Buy
278
+51
+22% +$1.15K ﹤0.01% 984
2017
Q4 		$5K Buy
+227
New +$4K ﹤0.01% 1000

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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