Bellwether Advisors’s Wayfair W Stock Holding History

Bellwether 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 Q1	–	Sell	-1,022	Closed	-$230K	–	428
2020 Q4	$230K	Buy	+1,022	New	+$271K	0.1%	103

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

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

SHP

Spruce House Partnership New York $3.49B AUM

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

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

BCM

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

Bellwether Advisors's W Position: Q1 2021 in Review

Bellwether Advisors sold out of Wayfair (W) in Q1 2021, closing a stake of 1,022 shares — an estimated $230K sold.

Bellwether Advisors first reported a position in W in Q4 2020 and held it in 1 quarter. The position peaked at $230K in Q4 2020. 449 funds tracked by Wall St. Rank hold W as of Q1 2021.

Bellwether Advisors reported no remaining Wayfair position as of Q1 2021 after selling out during the quarter.
Bellwether Advisors sold 1,022 Wayfair shares in Q1 2021, an estimated $230K.
Bellwether Advisors first reported a position in Wayfair in Q4 2020 and held it in 1 quarter.
Bellwether Advisors's Wayfair position peaked at $230K in Q4 2020.
449 funds tracked by Wall St. Rank held Wayfair as of Q1 2021.

Based on Bellwether Advisors's 13F filing for Q1 2021, filed 6 May 2021.