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Alera Investment Advisors’s Wayfair W Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-16
Closed -$2K – 999
2019
Q1 		$2K Sell
16
-3
-16% -$391 ﹤0.01% 868
2018
Q4 		$2K Buy
+19
New +$2K ﹤0.01% 801

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alera Investment Advisors's W Position: Q2 2019 in Review

Alera Investment Advisors sold out of Wayfair (W) in Q2 2019, closing a stake of 16 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in W in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 323 funds tracked by Wall St. Rank hold W as of Q2 2019.

  • Alera Investment Advisors reported no remaining Wayfair position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 16 Wayfair shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Wayfair in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Wayfair position peaked at $2K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held Wayfair as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.