Centerpoint Advisors’s Wayfair W Stock Holding History

Centerpoint 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
2020 Q1	–	Sell	-25	Closed	-$2K	–	288
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	254
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	230
2019 Q2	$4K	Hold	25	–	–	﹤0.01%	210
2019 Q1	$4K	Hold	25	–	–	﹤0.01%	200
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	224
2018 Q3	$4K	Hold	25	–	–	﹤0.01%	190
2018 Q2	$3K	Hold	25	–	–	﹤0.01%	270
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	219
2017 Q4	$2K	Buy	+25	New	+$1.76K	﹤0.01%	179

Other funds holding W

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 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

RCG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Centerpoint Advisors's W Position: Q1 2020 in Review

Centerpoint Advisors sold out of Wayfair (W) in Q1 2020, closing a stake of 25 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in W in Q4 2017 and held it in 9 quarters. The position peaked at $4K in Q2 2019. 278 funds tracked by Wall St. Rank hold W as of Q1 2020.

Centerpoint Advisors reported no remaining Wayfair position as of Q1 2020 after selling out during the quarter.
Centerpoint Advisors sold 25 Wayfair shares in Q1 2020, an estimated $2K.
Centerpoint Advisors first reported a position in Wayfair in Q4 2017 and held it in 9 quarters.
Centerpoint Advisors's Wayfair position peaked at $4K in Q2 2019.
278 funds tracked by Wall St. Rank held Wayfair as of Q1 2020.

Based on Centerpoint Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.