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

B. Riley 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	-1,167	Closed	-$298K	–	696
2021 Q3	$298K	Sell	1,167 -30	-3%	-$8.46K	0.02%	462
2021 Q2	$378K	Buy	1,197 +23	+2%	+$7.21K	0.04%	275
2021 Q1	$370K	Buy	+1,174	New	+$346K	0.04%	264
2020 Q4	–	Sell	-778	Closed	-$226K	–	466
2020 Q3	$226K	Buy	+778	New	+$213K	0.03%	340
2019 Q3	–	Sell	-1,760	Closed	-$257	–	433
2019 Q2	$257	Hold	1,760	–	–	0.04%	314
2019 Q1	$261K	Buy	+1,760	New	+$230K	0.05%	304
2018 Q4	–	Sell	-1,700	Closed	-$251K	–	410
2018 Q3	$251K	Buy	+1,700	New	+$216K	0.06%	247

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 Management's W Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Wayfair (W) in Q4 2021, closing a stake of 1,167 shares — an estimated $298K sold.

B. Riley Wealth Management first reported a position in W in Q3 2018 and held it in 7 quarters. The position peaked at $378K in Q2 2021. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

B. Riley Wealth Management reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Management sold 1,167 Wayfair shares in Q4 2021, an estimated $298K.
B. Riley Wealth Management first reported a position in Wayfair in Q3 2018 and held it in 7 quarters.
B. Riley Wealth Management's Wayfair position peaked at $378K in Q2 2021.
425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.