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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
-200
Closed -$25K – 554
2022
Q1 		$25K Buy
+200
New +$29.7K ﹤0.01% 614
2020
Q3 		– Sell
-800
Closed -$85K – 1752
2020
Q2 		$85K Buy
+800
New +$59.2K 0.01% 557

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
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 $871B 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

Valeo Financial Advisors's ETSY Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Etsy (ETSY) in Q2 2022, closing a stake of 1,592 shares — an estimated $198K sold.

Valeo Financial Advisors first reported a position in ETSY in Q4 2017 and held it in 17 quarters. The position peaked at $483K in Q1 2021. 667 funds tracked by Wall St. Rank hold ETSY as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Etsy position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,592 Etsy shares in Q2 2022, an estimated $198K.
  • Valeo Financial Advisors first reported a position in Etsy in Q4 2017 and held it in 17 quarters.
  • Valeo Financial Advisors's Etsy position peaked at $483K in Q1 2021.
  • 667 funds tracked by Wall St. Rank held Etsy as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.