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WealthPlan Investment Management’s Etsy ETSY Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-5
Closed -$423 – 217
2023
Q2 		$423 Sell
5
-96
-95% -$9.05K ﹤0.01% 349
2023
Q1 		$11.2K Buy
+101
New +$12.5K ﹤0.01% 322

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPlan Investment Management's ETSY Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Etsy (ETSY) in Q3 2023, closing a stake of 5 shares — an estimated $423 sold.

WealthPlan Investment Management first reported a position in ETSY in Q1 2023 and held it in 2 quarters. The position peaked at $11.2K in Q1 2023. 617 funds tracked by Wall St. Rank hold ETSY as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Etsy position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5 Etsy shares in Q3 2023, an estimated $423.
  • WealthPlan Investment Management first reported a position in Etsy in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Etsy position peaked at $11.2K in Q1 2023.
  • 617 funds tracked by Wall St. Rank held Etsy as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.