WI
ETD icon

WBI Investments’s Ethan Allen Interiors ETD Stock Holding History

WBI Investments’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
2022
Q1 		– Sell
-23,635
Closed -$621K – 195
2021
Q4 		$621K Buy
23,635
+2,706
+13% +$66.1K 0.1% 120
2021
Q3 		$496K Buy
20,929
+8,618
+70% +$213K 0.08% 135
2021
Q2 		$340K Sell
12,311
-30,493
-71% -$881K 0.05% 153
2021
Q1 		$1.18M Buy
+42,804
New +$1.08M 0.19% 91
2020
Q1 		– Sell
-11,334
Closed -$216K – 127
2019
Q4 		$216K Buy
+11,334
New +$211K 0.02% 182

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WBI Investments's ETD Position: Q1 2022 in Review

WBI Investments sold out of Ethan Allen Interiors (ETD) in Q1 2022, closing a stake of 23,635 shares — an estimated $621K sold.

WBI Investments first reported a position in ETD in Q4 2019 and held it in 5 quarters. The position peaked at $1.18M in Q1 2021. 203 funds tracked by Wall St. Rank hold ETD as of Q1 2022.

  • WBI Investments reported no remaining Ethan Allen Interiors position as of Q1 2022 after selling out during the quarter.
  • WBI Investments sold 23,635 Ethan Allen Interiors shares in Q1 2022, an estimated $621K.
  • WBI Investments first reported a position in Ethan Allen Interiors in Q4 2019 and held it in 5 quarters.
  • WBI Investments's Ethan Allen Interiors position peaked at $1.18M in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.