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Harbor Investment Advisory’s Wayfair W Stock Holding History

Harbor 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
2023
Q1 		– Sell
-567
Closed -$18.6K – 1374
2022
Q4 		$18.6K Sell
567
-4
-0.7% -$140 ﹤0.01% 910
2022
Q3 		$19K Buy
+571
New +$30.2K ﹤0.01% 922

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Harbor Investment Advisory's W Position: Q1 2023 in Review

Harbor Investment Advisory sold out of Wayfair (W) in Q1 2023, closing a stake of 567 shares — an estimated $18.6K sold.

Harbor Investment Advisory first reported a position in W in Q3 2022 and held it in 2 quarters. The position peaked at $19K in Q3 2022. 287 funds tracked by Wall St. Rank hold W as of Q1 2023.

  • Harbor Investment Advisory reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 567 Wayfair shares in Q1 2023, an estimated $18.6K.
  • Harbor Investment Advisory first reported a position in Wayfair in Q3 2022 and held it in 2 quarters.
  • Harbor Investment Advisory's Wayfair position peaked at $19K in Q3 2022.
  • 287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.