Iron Horse Wealth Management’s Warby Parker WRBY Stock Holding History

Iron Horse Wealth Management’s Portfolio WRBY Stock Details WRBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-243	Closed	-$3.2K	–	521
2023 Q3	$3.2K	Buy	+243	New	+$3.16K	﹤0.01%	306

Other funds holding WRBY

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

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

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Iron Horse Wealth Management's WRBY Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Warby Parker (WRBY) in Q4 2023, closing a stake of 243 shares — an estimated $3.2K sold.

Iron Horse Wealth Management first reported a position in WRBY in Q3 2023 and held it in 1 quarter. The position peaked at $3.2K in Q3 2023. 173 funds tracked by Wall St. Rank hold WRBY as of Q4 2023.

Iron Horse Wealth Management reported no remaining Warby Parker position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 243 Warby Parker shares in Q4 2023, an estimated $3.2K.
Iron Horse Wealth Management first reported a position in Warby Parker in Q3 2023 and held it in 1 quarter.
Iron Horse Wealth Management's Warby Parker position peaked at $3.2K in Q3 2023.
173 funds tracked by Wall St. Rank held Warby Parker as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.