HGERS
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Householder Group Estate & Retirement Specialist’s Wayfair W Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-183
Closed -$5K – 1151
2022
Q3 		$5K Buy
+183
New +$9.67K ﹤0.01% 874

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
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's W Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Wayfair (W) in Q4 2022, closing a stake of 183 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in W in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 301 funds tracked by Wall St. Rank hold W as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining Wayfair position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 183 Wayfair shares in Q4 2022, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Wayfair in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Wayfair position peaked at $5K in Q3 2022.
  • 301 funds tracked by Wall St. Rank held Wayfair as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.