Beck Bode LLC’s Wayfair W Stock Holding History

Beck Bode LLC’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
2025 Q2	–	Sell	-415,921	Closed	-$13.3M	–	129
2025 Q1	$13.3M	Buy	+415,921	New	+$17.3M	2.48%	23
2023 Q4	–	Sell	-19,557	Closed	-$1.18M	–	151
2023 Q3	$1.18M	Buy	+19,557	New	+$1.36M	0.3%	84
2021 Q3	–	Sell	-302	Closed	-$95K	–	305
2021 Q2	$95K	Buy	+302	New	+$94.6K	0.03%	101
2020 Q4	–	Sell	-200	Closed	-$58K	–	273
2020 Q3	$58K	Buy	+200	New	+$54.7K	0.02%	100

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

Beck Bode LLC's W Position: Q2 2025 in Review

Beck Bode LLC sold out of Wayfair (W) in Q2 2025, closing a stake of 415,921 shares — an estimated $13.3M sold.

Beck Bode LLC first reported a position in W in Q3 2020 and held it in 4 quarters. The position peaked at $13.3M in Q1 2025. 336 funds tracked by Wall St. Rank hold W as of Q2 2025.

Beck Bode LLC reported no remaining Wayfair position as of Q2 2025 after selling out during the quarter.
Beck Bode LLC sold 415,921 Wayfair shares in Q2 2025, an estimated $13.3M.
Beck Bode LLC first reported a position in Wayfair in Q3 2020 and held it in 4 quarters.
Beck Bode LLC's Wayfair position peaked at $13.3M in Q1 2025.
336 funds tracked by Wall St. Rank held Wayfair as of Q2 2025.

Based on Beck Bode LLC's 13F filing for Q2 2025, filed 8 Aug 2025.