CFM Wealth Partners’s Wayfair W Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-153	Closed	-$30K	–	451
2020 Q2	$30K	Buy	+153	New	+$22.9K	0.01%	326

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

SHIM

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

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

BCM

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

RCG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFM Wealth Partners's W Position: Q3 2020 in Review

CFM Wealth Partners sold out of Wayfair (W) in Q3 2020, closing a stake of 153 shares — an estimated $30K sold.

CFM Wealth Partners first reported a position in W in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 417 funds tracked by Wall St. Rank hold W as of Q3 2020.

CFM Wealth Partners reported no remaining Wayfair position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 153 Wayfair shares in Q3 2020, an estimated $30K.
CFM Wealth Partners first reported a position in Wayfair in Q2 2020 and held it in 1 quarter.
CFM Wealth Partners's Wayfair position peaked at $30K in Q2 2020.
417 funds tracked by Wall St. Rank held Wayfair as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.