FWM
W icon

Focused Wealth Management’s Wayfair W Stock Holding History

Focused 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
2021
Q4 		– Sell
-200
Closed -$6K – 1110
2021
Q3 		$6K Hold
200
– – ﹤0.01% 695
2021
Q2 		$4K Buy
+200
New +$62.6K ﹤0.01% 770

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Focused Wealth Management's W Position: Q1 2024 in Review

Focused Wealth Management sold out of Wayfair (W) in Q1 2024, closing a stake of 176 shares — an estimated $10.9K sold.

Focused Wealth Management first reported a position in W in Q1 2021 and held it in 12 quarters. The position peaked at $267K in Q2 2021. 363 funds tracked by Wall St. Rank hold W as of Q1 2024.

  • Focused Wealth Management reported no remaining Wayfair position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 176 Wayfair shares in Q1 2024, an estimated $10.9K.
  • Focused Wealth Management first reported a position in Wayfair in Q1 2021 and held it in 12 quarters.
  • Focused Wealth Management's Wayfair position peaked at $267K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held Wayfair as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.