Bank Julius Baer & Co
W icon

Bank Julius Baer & Co’s Wayfair W Stock Holding History

Bank Julius Baer & Co’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
-2,184
Closed -$558K – 900
2021
Q3 		$558K Buy
2,184
+483
+28% +$136K ﹤0.01% 417
2021
Q2 		$537K Buy
+1,701
New +$533K ﹤0.01% 443
2021
Q1 		– Sell
-1,767
Closed -$399K – 903
2020
Q4 		$399K Sell
1,767
-478
-21% -$127K ﹤0.01% 487
2020
Q3 		$558K Sell
2,245
-800
-26% -$219K 0.01% 372
2020
Q2 		$537K Buy
+3,045
New +$455K 0.01% 354

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

Bank Julius Baer & Co's W Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Wayfair (W) in Q4 2021, closing a stake of 2,184 shares — an estimated $558K sold.

Bank Julius Baer & Co first reported a position in W in Q2 2020 and held it in 5 quarters. The position peaked at $558K in Q3 2021. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,184 Wayfair shares in Q4 2021, an estimated $558K.
  • Bank Julius Baer & Co first reported a position in Wayfair in Q2 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Wayfair position peaked at $558K in Q3 2021.
  • 425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.