Financial Gravity Asset Management’s Wayfair W Stock Holding History

Financial Gravity Asset 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
2023 Q1	–	Sell	-33	Closed	-$74	–	1679
2022 Q4	$74	Buy	+33	New	+$1.15K	﹤0.01%	1173
2022 Q1	–	Sell	-4,180	Closed	-$2.67K	–	1021
2021 Q4	$2.67K	Buy	4,180 +4,166	+29,757%	+$983K	0.06%	303
2021 Q3	$256K	Hold	14	–	–	0.12%	143
2021 Q2	$316K	Buy	+14	New	+$4.38K	0.11%	121

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SHIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Financial Gravity Asset Management's W Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Wayfair (W) in Q1 2023, closing a stake of 33 shares — an estimated $74 sold.

Financial Gravity Asset Management first reported a position in W in Q2 2021 and held it in 4 quarters. The position peaked at $316K in Q2 2021. 287 funds tracked by Wall St. Rank hold W as of Q1 2023.

Financial Gravity Asset Management reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 33 Wayfair shares in Q1 2023, an estimated $74.
Financial Gravity Asset Management first reported a position in Wayfair in Q2 2021 and held it in 4 quarters.
Financial Gravity Asset Management's Wayfair position peaked at $316K in Q2 2021.
287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.