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Financial Architects (New Jersey)’s Wayfair W Stock Holding History

Financial Architects (New Jersey)’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
-600
Closed -$87K – 1196
2019
Q2 		$87K Buy
+600
New +$90.2K 0.02% 405

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

Financial Architects (New Jersey)'s W Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Wayfair (W) in Q1 2018, closing a stake of 200 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in W in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 213 funds tracked by Wall St. Rank hold W as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Wayfair position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Wayfair shares in Q1 2018, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Wayfair in Q4 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Wayfair position peaked at $16K in Q4 2017.
  • 213 funds tracked by Wall St. Rank held Wayfair as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.