BerganKDV Wealth Management’s Wayfair W Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-19	Closed	-$653	–	1077
2023 Q1	$653	Hold	19	–	–	﹤0.01%	950
2022 Q4	$625	Buy	19 +11	+138%	+$384	﹤0.01%	933
2022 Q3	$0	Buy	+8	New	+$423	﹤0.01%	1074
2021 Q4	–	Sell	-2	Closed	-$1K	–	1134
2021 Q3	$1K	Sell	2 -49	-96%	-$13.8K	﹤0.01%	1010
2021 Q2	$16K	Buy	51 +50	+5,000%	+$15.7K	﹤0.01%	546
2021 Q1	$0	Buy	+1	New	+$295	﹤0.01%	993

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

BerganKDV Wealth Management's W Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Wayfair (W) in Q2 2023, closing a stake of 19 shares — an estimated $653 sold.

BerganKDV Wealth Management first reported a position in W in Q1 2021 and held it in 6 quarters. The position peaked at $16K in Q2 2021. 306 funds tracked by Wall St. Rank hold W as of Q2 2023.

BerganKDV Wealth Management reported no remaining Wayfair position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 19 Wayfair shares in Q2 2023, an estimated $653.
BerganKDV Wealth Management first reported a position in Wayfair in Q1 2021 and held it in 6 quarters.
BerganKDV Wealth Management's Wayfair position peaked at $16K in Q2 2021.
306 funds tracked by Wall St. Rank held Wayfair as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.