EC
W icon

Estate Counselors’s Wayfair W Stock Holding History

Estate Counselors’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
2024
Q4 		– Sell
-29,400
Closed -$1.65M – 124
2024
Q3 		$1.65M Hold
29,400
– – 0.17% 65
2024
Q2 		$1.55M Sell
29,400
-180
-0.6% -$10.7K 0.17% 64
2024
Q1 		$2.01M Buy
+29,580
New +$1.67M 0.23% 45

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Estate Counselors's W Position: Q4 2024 in Review

Estate Counselors sold out of Wayfair (W) in Q4 2024, closing a stake of 29,400 shares — an estimated $1.65M sold.

Estate Counselors first reported a position in W in Q1 2024 and held it in 3 quarters. The position peaked at $2.01M in Q1 2024. 338 funds tracked by Wall St. Rank hold W as of Q4 2024.

  • Estate Counselors reported no remaining Wayfair position as of Q4 2024 after selling out during the quarter.
  • Estate Counselors sold 29,400 Wayfair shares in Q4 2024, an estimated $1.65M.
  • Estate Counselors first reported a position in Wayfair in Q1 2024 and held it in 3 quarters.
  • Estate Counselors's Wayfair position peaked at $2.01M in Q1 2024.
  • 338 funds tracked by Wall St. Rank held Wayfair as of Q4 2024.

Based on Estate Counselors's 13F filing for Q4 2024, filed 14 Feb 2025.