Global Wealth Management Investment Advisory’s Wayfair W Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q1	–	Sell	-20	Closed	-$4K	–	532
2021 Q4	$4K	Sell	20 -25	-56%	-$5.9K	﹤0.01%	371
2021 Q3	$11K	Hold	45	–	–	﹤0.01%	310
2021 Q2	$14K	Hold	45	–	–	﹤0.01%	271
2021 Q1	$14K	Hold	45	–	–	0.01%	284
2020 Q4	$10K	Hold	45	–	–	﹤0.01%	286
2020 Q3	$13K	Hold	45	–	–	0.01%	261
2020 Q2	$9K	Sell	45 -30	-40%	-$4.49K	﹤0.01%	370
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	448
2019 Q4	$7K	Hold	75	–	–	﹤0.01%	407
2019 Q3	$8K	Hold	75	–	–	﹤0.01%	356
2019 Q2	$11K	Hold	75	–	–	0.01%	359
2019 Q1	$11K	Hold	75	–	–	0.01%	377
2018 Q4	$7K	Buy	+75	New	+$7.89K	﹤0.01%	452

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BCM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

PGP

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SHIM

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

Global Wealth Management Investment Advisory's W Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of Wayfair (W) in Q1 2022, closing a stake of 20 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in W in Q4 2018 and held it in 13 quarters. The position peaked at $14K in Q2 2021. 367 funds tracked by Wall St. Rank hold W as of Q1 2022.

Global Wealth Management Investment Advisory reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 20 Wayfair shares in Q1 2022, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in Wayfair in Q4 2018 and held it in 13 quarters.
Global Wealth Management Investment Advisory's Wayfair position peaked at $14K in Q2 2021.
367 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.