Credential Qtrade Securities’s Wayfair W Stock Holding History

Credential Qtrade Securities’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
2023 Q1	–	Sell	-3	Closed	-$98	–	425
2022 Q4	$98	Sell	3 -7,058	-100%	-$246K	﹤0.01%	335
2022 Q3	$230K	Sell	7,061 -20	-0.3%	-$1.06K	0.02%	212
2022 Q2	$308K	Buy	7,081 +135	+2%	+$9.49K	0.02%	203
2022 Q1	$769K	Buy	6,946 +4,811	+225%	+$677K	0.05%	156
2021 Q4	$406K	Buy	+2,135	New	+$504K	0.03%	202

Other funds holding W

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

PGP

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Credential Qtrade Securities's W Position: Q1 2023 in Review

Credential Qtrade Securities sold out of Wayfair (W) in Q1 2023, closing a stake of 3 shares — an estimated $98 sold.

Credential Qtrade Securities first reported a position in W in Q4 2021 and held it in 5 quarters. The position peaked at $769K in Q1 2022. 287 funds tracked by Wall St. Rank hold W as of Q1 2023.

Credential Qtrade Securities reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
Credential Qtrade Securities sold 3 Wayfair shares in Q1 2023, an estimated $98.
Credential Qtrade Securities first reported a position in Wayfair in Q4 2021 and held it in 5 quarters.
Credential Qtrade Securities's Wayfair position peaked at $769K in Q1 2022.
287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on Credential Qtrade Securities's 13F filing for Q1 2023, filed 21 Jul 2025.