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First Personal Financial Services’s Wayfair W Stock Holding History

First Personal Financial Services’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
-26
Closed -$4K – 752
2019
Q2 		$4K Buy
+26
New +$3.91K ﹤0.01% 621
2018
Q2 		– Sell
-1,027
Closed -$69K – 928
2018
Q1 		$69K Sell
1,027
-1,005
-49% -$84.4K 0.02% 372
2017
Q4 		$163K Sell
2,032
-760
-27% -$53.4K 0.03% 267
2017
Q3 		$188K Hold
2,792
– – 0.04% 221
2017
Q2 		$215K Buy
2,792
+317
+13% +$18.8K 0.05% 210
2017
Q1 		$100K Buy
2,475
+325
+15% +$12.8K 0.02% 294
2016
Q4 		$75K Buy
+2,150
New +$77.3K 0.02% 319

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

First Personal Financial Services's W Position: Q3 2019 in Review

First Personal Financial Services sold out of Wayfair (W) in Q3 2019, closing a stake of 26 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in W in Q4 2016 and held it in 7 quarters. The position peaked at $215K in Q2 2017. 297 funds tracked by Wall St. Rank hold W as of Q3 2019.

  • First Personal Financial Services reported no remaining Wayfair position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 26 Wayfair shares in Q3 2019, an estimated $4K.
  • First Personal Financial Services first reported a position in Wayfair in Q4 2016 and held it in 7 quarters.
  • First Personal Financial Services's Wayfair position peaked at $215K in Q2 2017.
  • 297 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.