Boston Financial Management’s Wayfair W Stock Holding History

Boston Financial 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
2021 Q3	–	Sell	-755	Closed	-$238K	–	263
2021 Q2	$238K	Hold	755	–	–	0.01%	227
2021 Q1	$238K	Buy	+755	New	+$223K	0.01%	216
2020 Q4	–	Sell	-1,200	Closed	-$349K	–	240
2020 Q3	$349K	Hold	1,200	–	–	0.02%	190
2020 Q2	$237K	Buy	+1,200	New	+$179K	0.01%	216
2019 Q3	–	Sell	-1,624	Closed	-$237K	–	255
2019 Q2	$237K	Hold	1,624	–	–	0.01%	238
2019 Q1	$241K	Buy	+1,624	New	+$212K	0.01%	238
2018 Q4	–	Sell	-1,691	Closed	-$250K	–	274
2018 Q3	$250K	Buy	+1,691	New	+$215K	0.01%	269

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

Boston Financial Management's W Position: Q3 2021 in Review

Boston Financial Management sold out of Wayfair (W) in Q3 2021, closing a stake of 755 shares — an estimated $238K sold.

Boston Financial Management first reported a position in W in Q3 2018 and held it in 7 quarters. The position peaked at $349K in Q3 2020. 414 funds tracked by Wall St. Rank hold W as of Q3 2021.

Boston Financial Management reported no remaining Wayfair position as of Q3 2021 after selling out during the quarter.
Boston Financial Management sold 755 Wayfair shares in Q3 2021, an estimated $238K.
Boston Financial Management first reported a position in Wayfair in Q3 2018 and held it in 7 quarters.
Boston Financial Management's Wayfair position peaked at $349K in Q3 2020.
414 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on Boston Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.