Kapitalo Investimentos’s Wayfair W Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-1,155	Closed	-$70K	–	725
2023 Q3	$70K	Buy	+1,155	New	+$80.3K	0.01%	443

Other funds holding W

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHIM

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

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Kapitalo Investimentos's W Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Wayfair (W) in Q4 2023, closing a stake of 1,155 shares — an estimated $70K sold.

Kapitalo Investimentos first reported a position in W in Q3 2023 and held it in 1 quarter. The position peaked at $70K in Q3 2023. 354 funds tracked by Wall St. Rank hold W as of Q4 2023.

Kapitalo Investimentos reported no remaining Wayfair position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 1,155 Wayfair shares in Q4 2023, an estimated $70K.
Kapitalo Investimentos first reported a position in Wayfair in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Wayfair position peaked at $70K in Q3 2023.
354 funds tracked by Wall St. Rank held Wayfair as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.