Gradient Investments’s Wayfair W Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-9	Closed	-$475	–	1285
2024 Q2	$475	Hold	9	–	–	﹤0.01%	1191
2024 Q1	$611	Hold	9	–	–	﹤0.01%	991
2023 Q4	$555	Hold	9	–	–	﹤0.01%	1572
2023 Q3	$545	Hold	9	–	–	﹤0.01%	1536
2023 Q2	$585	Hold	9	–	–	﹤0.01%	1507
2023 Q1	$309	Buy	+9	New	+$398	﹤0.01%	1327
2020 Q2	–	Sell	-270	Closed	-$14K	–	1214
2020 Q1	$14K	Buy	270 +45	+20%	+$3.44K	﹤0.01%	593
2019 Q4	$20K	Hold	225	–	–	﹤0.01%	569
2019 Q3	$25K	Hold	225	–	–	﹤0.01%	499
2019 Q2	$33K	Hold	225	–	–	﹤0.01%	435
2019 Q1	$33K	Hold	225	–	–	﹤0.01%	384
2018 Q4	$20K	Buy	+225	New	+$23.7K	﹤0.01%	456

Other funds holding W

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Gradient Investments's W Position: Q3 2024 in Review

Gradient Investments sold out of Wayfair (W) in Q3 2024, closing a stake of 9 shares — an estimated $475 sold.

Gradient Investments first reported a position in W in Q4 2018 and held it in 12 quarters. The position peaked at $33K in Q2 2019. 352 funds tracked by Wall St. Rank hold W as of Q3 2024.

Gradient Investments reported no remaining Wayfair position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 9 Wayfair shares in Q3 2024, an estimated $475.
Gradient Investments first reported a position in Wayfair in Q4 2018 and held it in 12 quarters.
Gradient Investments's Wayfair position peaked at $33K in Q2 2019.
352 funds tracked by Wall St. Rank held Wayfair as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.