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Kelly Financial Services’s Wayfair W Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-125
Closed -$6.59K – 747
2024
Q2 		$6.59K Hold
125
– – ﹤0.01% 465
2024
Q1 		$8.48K Hold
125
– – ﹤0.01% 450
2023
Q4 		$7.71K Hold
125
– – ﹤0.01% 423
2023
Q3 		$7.57K Hold
125
– – ﹤0.01% 412
2023
Q2 		$8.13K Hold
125
– – ﹤0.01% 386
2023
Q1 		$4.29K Hold
125
– – ﹤0.01% 444
2022
Q4 		$4.11K Hold
125
– – ﹤0.01% 427
2022
Q3 		$4.07K Hold
125
– – ﹤0.01% 423
2022
Q2 		$5.45K Hold
125
– – ﹤0.01% 393
2022
Q1 		$13.8K Hold
125
– – 0.01% 305
2021
Q4 		$23.7K Hold
125
– – 0.01% 251
2021
Q3 		$31.9K Sell
125
-39,339
-100% -$11.1M 0.02% 214
2021
Q2 		$125K Buy
39,464
+39,339
+31,471% +$12.3M ﹤0.01% 351
2021
Q1 		$39.3K Hold
125
– – 0.02% 153
2020
Q4 		$28.2K Hold
125
– – 0.02% 166
2020
Q3 		$36.4K Hold
125
– – 0.03% 124
2020
Q2 		$24.7K Hold
125
– – 0.02% 138
2020
Q1 		$6.68K Hold
125
– – 0.01% 265
2019
Q4 		$11.3K Hold
125
– – 0.01% 222
2019
Q3 		$14K Hold
125
– – 0.01% 187
2019
Q2 		$18.3K Hold
125
– – 0.02% 158
2019
Q1 		$18.6K Buy
+125
New +$16.3K 0.02% 152

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Kelly Financial Services's W Position: Q3 2024 in Review

Kelly Financial Services sold out of Wayfair (W) in Q3 2024, closing a stake of 125 shares — an estimated $6.59K sold.

Kelly Financial Services first reported a position in W in Q1 2019 and held it in 22 quarters. The position peaked at $125K in Q2 2021. 352 funds tracked by Wall St. Rank hold W as of Q3 2024.

  • Kelly Financial Services reported no remaining Wayfair position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 125 Wayfair shares in Q3 2024, an estimated $6.59K.
  • Kelly Financial Services first reported a position in Wayfair in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Wayfair position peaked at $125K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held Wayfair as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.