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Vest Financial’s Ethan Allen Interiors ETD Stock Holding History

Vest Financial’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
2024
Q3 		– Sell
-40,671
Closed -$1.13M – 275
2024
Q2 		$1.13M Buy
40,671
+14,844
+57% +$440K 0.03% 148
2024
Q1 		$893K Buy
25,827
+18,260
+241% +$572K 0.02% 155
2023
Q4 		$242K Buy
+7,567
New +$217K 0.01% 159

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vest Financial's ETD Position: Q3 2024 in Review

Vest Financial sold out of Ethan Allen Interiors (ETD) in Q3 2024, closing a stake of 40,671 shares — an estimated $1.13M sold.

Vest Financial first reported a position in ETD in Q4 2023 and held it in 3 quarters. The position peaked at $1.13M in Q2 2024. 229 funds tracked by Wall St. Rank hold ETD as of Q3 2024.

  • Vest Financial reported no remaining Ethan Allen Interiors position as of Q3 2024 after selling out during the quarter.
  • Vest Financial sold 40,671 Ethan Allen Interiors shares in Q3 2024, an estimated $1.13M.
  • Vest Financial first reported a position in Ethan Allen Interiors in Q4 2023 and held it in 3 quarters.
  • Vest Financial's Ethan Allen Interiors position peaked at $1.13M in Q2 2024.
  • 229 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2024.

Based on Vest Financial's 13F filing for Q3 2024, filed 18 Oct 2024.