Engrave Wealth Partners’s Wayfair W Stock Holding History

Engrave 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 Q1	–	Sell	-79	Closed	-$7K	–	479
2019 Q4	$7K	Buy	+79	New	+$7.37K	0.01%	338

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

Engrave Wealth Partners's W Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Wayfair (W) in Q1 2020, closing a stake of 79 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in W in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 278 funds tracked by Wall St. Rank hold W as of Q1 2020.

Engrave Wealth Partners reported no remaining Wayfair position as of Q1 2020 after selling out during the quarter.
Engrave Wealth Partners sold 79 Wayfair shares in Q1 2020, an estimated $7K.
Engrave Wealth Partners first reported a position in Wayfair in Q4 2019 and held it in 1 quarter.
Engrave Wealth Partners's Wayfair position peaked at $7K in Q4 2019.
278 funds tracked by Wall St. Rank held Wayfair as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.