JNBA Financial Advisors’s Wayfair W Stock Holding History

JNBA Financial Advisors’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	-9	Closed	-$2K	–	857
2021 Q4	$2K	Buy	+9	New	+$2.12K	﹤0.01%	764
2019 Q4	–	Sell	-22	Closed	-$2K	–	636
2019 Q3	$2K	Buy	+22	New	+$2.81K	﹤0.01%	559
2016 Q4	–	Sell	-106	Closed	-$4K	–	1339
2016 Q3	$4K	Buy	+106	New	+$4.28K	﹤0.01%	1311

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

JNBA Financial Advisors's W Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Wayfair (W) in Q1 2022, closing a stake of 9 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in W in Q3 2016 and held it in 3 quarters. The position peaked at $4K in Q3 2016. 367 funds tracked by Wall St. Rank hold W as of Q1 2022.

JNBA Financial Advisors reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
JNBA Financial Advisors sold 9 Wayfair shares in Q1 2022, an estimated $2K.
JNBA Financial Advisors first reported a position in Wayfair in Q3 2016 and held it in 3 quarters.
JNBA Financial Advisors's Wayfair position peaked at $4K in Q3 2016.
367 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.