JP Morgan Private Wealth Advisors’s Wayfair W Stock Holding History

JP Morgan Private Wealth 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 Q2	–	Sell	-57,630	Closed	-$6.38M	–	2032
2022 Q1	$6.38M	Buy	57,630 +11,848	+26%	+$1.67M	0.01%	548
2021 Q4	$8.7M	Buy	45,782 +18,313	+67%	+$4.32M	0.02%	467
2021 Q3	$7.02M	Buy	27,469 +1,125	+4%	+$317K	0.02%	511
2021 Q2	$8.32M	Buy	26,344 +8,436	+47%	+$2.64M	0.02%	459
2021 Q1	$5.64M	Buy	17,908 +2,580	+17%	+$761K	0.02%	483
2020 Q4	$3.46M	Buy	+15,328	New	+$4.07M	0.01%	576
2018 Q4	–	Sell	-1,456	Closed	-$215K	–	1600
2018 Q3	$215K	Buy	+1,456	New	+$185K	﹤0.01%	1447

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

JP Morgan Private Wealth Advisors's W Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Wayfair (W) in Q2 2022, closing a stake of 57,630 shares — an estimated $6.38M sold.

JP Morgan Private Wealth Advisors first reported a position in W in Q3 2018 and held it in 7 quarters. The position peaked at $8.7M in Q4 2021. 327 funds tracked by Wall St. Rank hold W as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining Wayfair position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 57,630 Wayfair shares in Q2 2022, an estimated $6.38M.
JP Morgan Private Wealth Advisors first reported a position in Wayfair in Q3 2018 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's Wayfair position peaked at $8.7M in Q4 2021.
327 funds tracked by Wall St. Rank held Wayfair as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.