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Kula Investments’s Wayfair W Stock Holding History

Kula Investments’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
Q1 		$245K Buy
+7,125
New +$315K 0.06% 517

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Kula Investments's W Position: Q1 2023 in Review

Kula Investments opened a new position in Wayfair (W) in Q1 2023: 7,125 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #517 among its holdings.

287 funds tracked by Wall St. Rank hold W as of Q1 2023.

  • Kula Investments held 7,125 shares of Wayfair worth $245K as of Q1 2023.
  • Wayfair was a new Kula Investments position in Q1 2023.
  • Wayfair made up 0.06% of Kula Investments's portfolio in Q1 2023, its #517 holding.
  • 287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.