Gideon Capital Advisors’s Wayfair W Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-2,908	Closed	-$326K	–	395
2019 Q3	$326K	Buy	+2,908	New	+$372K	0.11%	220
2019 Q2	–	Sell	-12,399	Closed	-$1.84M	–	446
2019 Q1	$1.84M	Buy	12,399 +7,959	+179%	+$1.04M	0.66%	32
2018 Q4	$400K	Buy	+4,440	New	+$467K	0.16%	196

Other funds holding W

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

SHIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

PGP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gideon Capital Advisors's W Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Wayfair (W) in Q4 2019, closing a stake of 2,908 shares — an estimated $326K sold.

Gideon Capital Advisors first reported a position in W in Q4 2018 and held it in 3 quarters. The position peaked at $1.84M in Q1 2019. 299 funds tracked by Wall St. Rank hold W as of Q4 2019.

Gideon Capital Advisors reported no remaining Wayfair position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,908 Wayfair shares in Q4 2019, an estimated $326K.
Gideon Capital Advisors first reported a position in Wayfair in Q4 2018 and held it in 3 quarters.
Gideon Capital Advisors's Wayfair position peaked at $1.84M in Q1 2019.
299 funds tracked by Wall St. Rank held Wayfair as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.