American Portfolios Advisors’s Wayfair W Stock Holding History

American Portfolios 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
2022 Q3	$3.25K	Hold	100	–	–	﹤0.01%	2975
2022 Q2	$4.36K	Sell	100 -50	-33%	-$3.52K	﹤0.01%	2881
2022 Q1	$16.6K	Hold	150	–	–	﹤0.01%	2469
2021 Q4	$28.5K	Hold	150	–	–	﹤0.01%	2164
2021 Q3	$38.3K	Sell	150 -50	-25%	-$14.1K	﹤0.01%	1920
2021 Q2	$63.1K	Hold	200	–	–	﹤0.01%	1620
2021 Q1	$63K	Buy	+200	New	+$59K	﹤0.01%	1511
2020 Q3	–	Sell	-5,482	Closed	-$1.08M	–	2996
2020 Q2	$1.08M	Buy	5,482 +5,382	+5,382%	+$805K	0.07%	256
2020 Q1	$5.34K	Hold	100	–	–	﹤0.01%	2061
2019 Q4	$9.04K	Hold	100	–	–	﹤0.01%	2042
2019 Q3	$11.2K	Hold	100	–	–	﹤0.01%	1888
2019 Q2	$14.6K	Buy	+100	New	+$15K	﹤0.01%	1781

Other funds holding W

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

American Portfolios Advisors's W Position: Q3 2022 in Review

American Portfolios Advisors held its Wayfair (W) position steady in Q3 2022 at 100 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

American Portfolios Advisors first reported a position in W in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.08M in Q2 2020. 319 funds tracked by Wall St. Rank hold W as of Q3 2022.

American Portfolios Advisors held 100 shares of Wayfair worth $3.25K as of Q3 2022.
American Portfolios Advisors left its Wayfair share count unchanged in Q3 2022.
Wayfair made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2975 holding.
American Portfolios Advisors first reported a position in Wayfair in Q2 2019 and has held it in 12 quarters since.
American Portfolios Advisors's Wayfair position peaked at $1.08M in Q2 2020.
319 funds tracked by Wall St. Rank held Wayfair as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.