FGAM
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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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.4B AUM 30.65% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Financial Gravity Asset Management's W Position: Q3 2021 in Review

Financial Gravity Asset Management held its Wayfair (W) position steady in Q3 2021 at 14 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #143.

Financial Gravity Asset Management first reported a position in W in Q2 2021 and has held it in 2 quarters since. The position peaked at $316K in Q2 2021. 415 funds tracked by Wall St. Rank hold W as of Q3 2021.

  • Financial Gravity Asset Management held 14 shares of Wayfair worth $256K as of Q3 2021.
  • Financial Gravity Asset Management left its Wayfair share count unchanged in Q3 2021.
  • Wayfair made up 0.12% of Financial Gravity Asset Management's portfolio in Q3 2021, its #143 holding.
  • Financial Gravity Asset Management first reported a position in Wayfair in Q2 2021 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Wayfair position peaked at $316K in Q2 2021.
  • 415 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.