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Buckingham Strategic Wealth’s Wayfair W Stock Holding History

Buckingham Strategic Wealth’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
-767
Closed -$242K – 618
2021
Q2 		$242K Sell
767
-10
-1% -$3.13K 0.01% 511
2021
Q1 		$245K Buy
+777
New +$229K 0.01% 472
2020
Q4 		– Sell
-753
Closed -$219K – 581
2020
Q3 		$219K Buy
+753
New +$206K 0.02% 438

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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

Buckingham Strategic Wealth's W Position: Q3 2021 in Review

Buckingham Strategic Wealth sold out of Wayfair (W) in Q3 2021, closing a stake of 767 shares — an estimated $242K sold.

Buckingham Strategic Wealth first reported a position in W in Q3 2020 and held it in 3 quarters. The position peaked at $245K in Q1 2021. 414 funds tracked by Wall St. Rank hold W as of Q3 2021.

  • Buckingham Strategic Wealth reported no remaining Wayfair position as of Q3 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 767 Wayfair shares in Q3 2021, an estimated $242K.
  • Buckingham Strategic Wealth first reported a position in Wayfair in Q3 2020 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Wayfair position peaked at $245K in Q1 2021.
  • 414 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2021, filed 10 Nov 2021.