Elmwood Wealth Management’s Wayfair W Stock Holding History

Elmwood Wealth Management’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	-500	Closed	-$95K	–	332
2021 Q4	$95K	Buy	+500	New	+$118K	0.05%	153
2021 Q2	$220K	Hold	698	–	–	0.12%	105
2021 Q1	$220K	Buy	+698	New	+$206K	0.13%	99

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

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 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

SHIM

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

Elmwood Wealth Management's W Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Wayfair (W) in Q1 2022, closing a stake of 500 shares — an estimated $95K sold.

Elmwood Wealth Management first reported a position in W in Q1 2021 and held it in 3 quarters. The position peaked at $220K in Q2 2021. 367 funds tracked by Wall St. Rank hold W as of Q1 2022.

Elmwood Wealth Management reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 Wayfair shares in Q1 2022, an estimated $95K.
Elmwood Wealth Management first reported a position in Wayfair in Q1 2021 and held it in 3 quarters.
Elmwood Wealth Management's Wayfair position peaked at $220K in Q2 2021.
367 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.