BDO Wealth Advisors’s Wayfair W Stock Holding History

BDO 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 Q3	–	Sell	-25	Closed	-$8K	–	1137
2021 Q2	$8K	Hold	25	–	–	﹤0.01%	803
2021 Q1	$8K	Buy	+25	New	+$7.38K	﹤0.01%	785
2020 Q4	–	Sell	-4	Closed	-$1K	–	1000
2020 Q3	$1K	Sell	4 -6	-60%	-$1.64K	﹤0.01%	832
2020 Q2	$2K	Buy	+10	New	+$1.5K	﹤0.01%	639
2018 Q1	–	Sell	-150	Closed	-$12K	–	620
2017 Q4	$12K	Buy	150 +50	+50%	+$3.51K	0.01%	329
2017 Q3	$7K	Buy	+100	New	+$7.42K	﹤0.01%	324

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BCM

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

BDO Wealth Advisors's W Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Wayfair (W) in Q3 2021, closing a stake of 25 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in W in Q3 2017 and held it in 6 quarters. The position peaked at $12K in Q4 2017. 414 funds tracked by Wall St. Rank hold W as of Q3 2021.

BDO Wealth Advisors reported no remaining Wayfair position as of Q3 2021 after selling out during the quarter.
BDO Wealth Advisors sold 25 Wayfair shares in Q3 2021, an estimated $8K.
BDO Wealth Advisors first reported a position in Wayfair in Q3 2017 and held it in 6 quarters.
BDO Wealth Advisors's Wayfair position peaked at $12K in Q4 2017.
414 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.