AG
W icon

Advisor Group’s Wayfair W Stock Holding History

Advisor Group’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
2019
Q4 		$166K Buy
1,841
+15
+0.8% +$1.4K ﹤0.01% 2540
2019
Q3 		$204K Buy
1,826
+750
+70% +$96K ﹤0.01% 2317
2019
Q2 		$156K Buy
1,076
+89
+9% +$13.4K ﹤0.01% 2510
2019
Q1 		$145K Sell
987
-198
-17% -$25.8K ﹤0.01% 2552
2018
Q4 		$107K Buy
1,185
+61
+5% +$6.42K ﹤0.01% 2607
2018
Q3 		$166K Buy
1,124
+452
+67% +$57.5K ﹤0.01% 2333
2018
Q2 		$80K Sell
672
-3,966
-86% -$344K ﹤0.01% 2705
2018
Q1 		$313K Buy
4,638
+615
+15% +$51.7K ﹤0.01% 1657
2017
Q4 		$323K Buy
4,023
+666
+20% +$46.8K ﹤0.01% 1639
2017
Q3 		$226K Buy
3,357
+2,957
+739% +$219K ﹤0.01% 1764
2017
Q2 		$31K Sell
400
-70
-15% -$4.15K ﹤0.01% 3179
2017
Q1 		$19K Hold
470
– – ﹤0.01% 3402
2016
Q4 		$16K Sell
470
-126
-21% -$4.53K ﹤0.01% 3371
2016
Q3 		$24K Sell
596
-874
-59% -$35.3K ﹤0.01% 3046
2016
Q2 		$56K Buy
+1,470
New +$58.6K ﹤0.01% 2347

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Advisor Group's W Position: Q4 2019 in Review

Advisor Group increased its Wayfair (W) stake by 0.82% in Q4 2019, buying an estimated $1.4K and bringing the position to 1,841 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Advisor Group first reported a position in W in Q2 2016 and has held it in 15 quarters since. The position peaked at $323K in Q4 2017. 299 funds tracked by Wall St. Rank hold W as of Q4 2019.

  • Advisor Group held 1,841 shares of Wayfair worth $166K as of Q4 2019.
  • Advisor Group bought 15 Wayfair shares in Q4 2019, an estimated $1.4K.
  • Wayfair made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2540 holding.
  • Advisor Group first reported a position in Wayfair in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Wayfair position peaked at $323K in Q4 2017.
  • 299 funds tracked by Wall St. Rank held Wayfair as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.