Activest Wealth Management’s Wayfair W Stock Holding History

Activest Wealth Management’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-81	Closed	-$8.13K	–	1427
2025 Q4	$8.13K	Buy	+81	New	+$7.79K	﹤0.01%	702
2025 Q2	–	Hold	0	–	–	–	1426
2025 Q1	–	Sell	-282	Closed	-$11.7K	–	1423
2024 Q4	$12.5K	Hold	282	–	–	﹤0.01%	295
2024 Q3	$15.8K	Hold	282	–	–	﹤0.01%	271
2024 Q2	$14.9K	Hold	282	–	–	﹤0.01%	265
2024 Q1	$19.1K	Buy	282 +41	+17%	+$2.32K	0.01%	176
2023 Q4	$14.9K	Buy	241 +89	+59%	+$4.65K	0.01%	168
2023 Q3	$9.19K	Buy	+152	New	+$10.6K	0.01%	180
2023 Q2	–	Sell	-64	Closed	-$2.08K	–	425
2023 Q1	$2.08K	Sell	64 -115	-64%	-$5.09K	﹤0.01%	253
2022 Q4	$5.89K	Sell	179 -119	-40%	-$4.15K	﹤0.01%	343
2022 Q3	$10K	Buy	298 +115	+63%	+$6.08K	﹤0.01%	312
2022 Q2	$8K	Buy	183 +55	+43%	+$3.87K	0.01%	221
2022 Q1	$14K	Buy	128 +64	+100%	+$9.01K	0.01%	181
2021 Q4	$12K	Sell	64 -39	-38%	-$9.2K	0.01%	197
2021 Q3	$26K	Hold	103	–	–	0.02%	157
2021 Q2	$33K	Buy	103 +64	+164%	+$20K	0.02%	121
2021 Q1	$12K	Buy	+39	New	+$11.5K	0.01%	177

Other funds holding W

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return