Arkadios Wealth Advisors’s Wayfair W Stock Holding History

Arkadios Wealth 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
2020 Q1	–	Sell	-3	Closed	-$246	–	1310
2019 Q4	$246	Buy	+3	New	+$280	﹤0.01%	962

Other funds holding W

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 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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

BCM

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

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

Arkadios Wealth Advisors's W Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of Wayfair (W) in Q1 2020, closing a stake of 3 shares — an estimated $246 sold.

Arkadios Wealth Advisors first reported a position in W in Q4 2019 and held it in 1 quarter. The position peaked at $246 in Q4 2019. 277 funds tracked by Wall St. Rank hold W as of Q1 2020.

Arkadios Wealth Advisors reported no remaining Wayfair position as of Q1 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 3 Wayfair shares in Q1 2020, an estimated $246.
Arkadios Wealth Advisors first reported a position in Wayfair in Q4 2019 and held it in 1 quarter.
Arkadios Wealth Advisors's Wayfair position peaked at $246 in Q4 2019.
277 funds tracked by Wall St. Rank held Wayfair as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.