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Dixon Hughes Goodman Wealth Advisors’s Wayfair W Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		– Sell
-15
Closed -$3K – 1073
2021
Q4 		$3K Buy
+15
New +$3.54K ﹤0.01% 659

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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's W Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors sold out of Wayfair (W) in Q1 2022, closing a stake of 15 shares — an estimated $3K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in W in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 367 funds tracked by Wall St. Rank hold W as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 15 Wayfair shares in Q1 2022, an estimated $3K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Wayfair in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's Wayfair position peaked at $3K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.