B. Riley Wealth Advisors’s Wayfair W Stock Holding History

B. Riley 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
2021 Q4	–	Sell	-2,840	Closed	-$810K	–	1499
2021 Q3	$810K	Sell	2,840 -35	-1%	-$9.87K	0.03%	589
2021 Q2	$907K	Sell	2,875 -635	-18%	-$199K	0.03%	546
2021 Q1	$982K	Buy	3,510 +203	+6%	+$59.9K	0.03%	483
2020 Q4	$748K	Buy	3,307 +477	+17%	+$127K	0.04%	405
2020 Q3	$693K	Buy	2,830 +23	+0.8%	+$6.29K	0.04%	417
2020 Q2	$555K	Buy	+2,807	New	+$420K	0.04%	419
2019 Q4	–	Sell	-2,256	Closed	-$253K	–	906
2019 Q3	$253K	Buy	2,256 +422	+23%	+$54K	0.02%	651
2019 Q2	$268K	Buy	+1,834	New	+$276K	0.03%	612
2018 Q4	–	Sell	-1,676	Closed	-$248K	–	741
2018 Q3	$248K	Sell	1,676 -511	-23%	-$65K	0.03%	567
2018 Q2	$260K	Buy	+2,187	New	+$190K	0.03%	524

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

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

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 New York $5.72T AUM 30.48% 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

B. Riley Wealth Advisors's W Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Wayfair (W) in Q4 2021, closing a stake of 2,840 shares — an estimated $810K sold.

B. Riley Wealth Advisors first reported a position in W in Q2 2018 and held it in 10 quarters. The position peaked at $982K in Q1 2021. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

B. Riley Wealth Advisors reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,840 Wayfair shares in Q4 2021, an estimated $810K.
B. Riley Wealth Advisors first reported a position in Wayfair in Q2 2018 and held it in 10 quarters.
B. Riley Wealth Advisors's Wayfair position peaked at $982K in Q1 2021.
425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.