Capital Advisory Group Advisory Services’s Wayfair W Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-21	Closed	-$5K	–	510
2021 Q3	$5K	Sell	21 -7	-25%	-$1.97K	﹤0.01%	462
2021 Q2	$9K	Sell	28 -373	-93%	-$117K	﹤0.01%	413
2021 Q1	$126K	Buy	+401	New	+$118K	0.05%	203

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Capital Advisory Group Advisory Services's W Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Wayfair (W) in Q4 2021, closing a stake of 21 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in W in Q1 2021 and held it in 3 quarters. The position peaked at $126K in Q1 2021. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 21 Wayfair shares in Q4 2021, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in Wayfair in Q1 2021 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Wayfair position peaked at $126K in Q1 2021.
425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.