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Atria Investments’s Wayfair W Stock Holding History

Atria Investments’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
Q2 		– Sell
-4,142
Closed -$221K – 769
2020
Q1 		$221K Sell
4,142
-205
-5% -$15.7K 0.02% 508
2019
Q4 		$393K Buy
4,347
+557
+15% +$52K 0.01% 878
2019
Q3 		$425K Buy
3,790
+262
+7% +$33.5K 0.02% 622
2019
Q2 		$415K Buy
3,528
+1,422
+68% +$214K 0.02% 630
2019
Q1 		$313K Sell
2,106
-593
-22% -$77.4K 0.01% 687
2018
Q4 		$243K Buy
2,699
+698
+35% +$73.4K 0.01% 740
2018
Q3 		$282K Sell
2,001
-918
-31% -$117K 0.01% 794
2018
Q2 		$347K Buy
+2,919
New +$253K 0.02% 687

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

Atria Investments's W Position: Q2 2020 in Review

Atria Investments sold out of Wayfair (W) in Q2 2020, closing a stake of 4,142 shares — an estimated $221K sold.

Atria Investments first reported a position in W in Q2 2018 and held it in 8 quarters. The position peaked at $425K in Q3 2019. 364 funds tracked by Wall St. Rank hold W as of Q2 2020.

  • Atria Investments reported no remaining Wayfair position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 4,142 Wayfair shares in Q2 2020, an estimated $221K.
  • Atria Investments first reported a position in Wayfair in Q2 2018 and held it in 8 quarters.
  • Atria Investments's Wayfair position peaked at $425K in Q3 2019.
  • 364 funds tracked by Wall St. Rank held Wayfair as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.