Avantax Advisory Services’s Wayfair W Stock Holding History

Avantax Advisory Services’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
2025 Q2	$350K	Buy	+6,844	New	+$255K	﹤0.01%	1804
2020 Q4	–	Sell	-763	Closed	-$224K	–	1358
2020 Q3	$224K	Buy	+763	New	+$209K	﹤0.01%	1173

Other funds holding W

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PGP

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

Avantax Advisory Services's W Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Wayfair (W) in Q2 2025: 6,844 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #1804 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in W as recently as Q3 2020.

Avantax Advisory Services first reported a position in W in Q3 2020 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold W as of Q2 2025.

Avantax Advisory Services held 6,844 shares of Wayfair worth $350K as of Q2 2025.
Wayfair was a new Avantax Advisory Services position in Q2 2025.
Wayfair made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1804 holding.
Avantax Advisory Services first reported a position in Wayfair in Q3 2020 and has held it in 2 quarters since.
334 funds tracked by Wall St. Rank held Wayfair as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.