EWM
W icon

Executive Wealth Management’s Wayfair W Stock Holding History

Executive 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
2019
Q3 		– Sell
-8
Closed -$1K – 790
2019
Q2 		$1K Hold
8
– – ﹤0.01% 875
2019
Q1 		$1K Hold
8
– – ﹤0.01% 811
2018
Q4 		$1K Buy
+8
New +$842 ﹤0.01% 859

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Executive Wealth Management's W Position: Q3 2019 in Review

Executive Wealth Management sold out of Wayfair (W) in Q3 2019, closing a stake of 8 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in W in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 297 funds tracked by Wall St. Rank hold W as of Q3 2019.

  • Executive Wealth Management reported no remaining Wayfair position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 8 Wayfair shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Wayfair in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Wayfair position peaked at $1K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.