Baldwin Wealth Partners’s Wayfair W Stock Holding History

Baldwin Wealth Partners’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
2019 Q3	–	Sell	-1,806	Closed	-$264K	–	545
2019 Q2	$264K	Hold	1,806	–	–	0.04%	180
2019 Q1	$268K	Buy	+1,806	New	+$236K	0.04%	181
2018 Q4	–	Sell	-1,635	Closed	-$241K	–	541
2018 Q3	$241K	Buy	+1,635	New	+$208K	0.03%	189
2017 Q4	–	Sell	-300	Closed	-$20K	–	505
2017 Q3	$20K	Buy	+300	New	+$22.3K	﹤0.01%	372

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PGP

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

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Baldwin Wealth Partners's W Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of Wayfair (W) in Q3 2019, closing a stake of 1,806 shares — an estimated $264K sold.

Baldwin Wealth Partners first reported a position in W in Q3 2017 and held it in 4 quarters. The position peaked at $268K in Q1 2019. 297 funds tracked by Wall St. Rank hold W as of Q3 2019.

Baldwin Wealth Partners reported no remaining Wayfair position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 1,806 Wayfair shares in Q3 2019, an estimated $264K.
Baldwin Wealth Partners first reported a position in Wayfair in Q3 2017 and held it in 4 quarters.
Baldwin Wealth Partners's Wayfair position peaked at $268K in Q1 2019.
297 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.