AWM
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Avitas Wealth Management’s Wayfair W Stock Holding History

Avitas Wealth Management’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
2021
Q4 		– Sell
-2,305
Closed -$589K – 198
2021
Q3 		$589K Sell
2,305
-33
-1% -$9.31K 0.11% 160
2021
Q2 		$738K Buy
2,338
+79
+3% +$24.7K 0.13% 162
2021
Q1 		$711K Sell
2,259
-1,902
-46% -$561K 0.14% 162
2020
Q4 		$940K Buy
4,161
+2,652
+176% +$704K 0.19% 146
2020
Q3 		$439K Buy
1,509
+278
+23% +$76.1K 0.12% 155
2020
Q2 		$243K Buy
+1,231
New +$184K 0.08% 161

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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

Avitas Wealth Management's W Position: Q4 2021 in Review

Avitas Wealth Management sold out of Wayfair (W) in Q4 2021, closing a stake of 2,305 shares — an estimated $589K sold.

Avitas Wealth Management first reported a position in W in Q2 2020 and held it in 6 quarters. The position peaked at $940K in Q4 2020. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

  • Avitas Wealth Management reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 2,305 Wayfair shares in Q4 2021, an estimated $589K.
  • Avitas Wealth Management first reported a position in Wayfair in Q2 2020 and held it in 6 quarters.
  • Avitas Wealth Management's Wayfair position peaked at $940K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Avitas Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.