LNWWM
W icon

Laird Norton Wetherby Wealth Management’s Wayfair W Stock Holding History

Laird Norton Wetherby Wealth Management’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
2021
Q3 		– Sell
-764
Closed -$241K – 963
2021
Q2 		$241K Sell
764
-1,310
-63% -$410K 0.01% 796
2021
Q1 		$653K Buy
2,074
+224
+12% +$66.1K 0.05% 363
2020
Q4 		$418K Buy
1,850
+1,020
+123% +$271K 0.03% 521
2020
Q3 		$242K Buy
+830
New +$227K 0.02% 591

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's W Position: Q3 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Wayfair (W) in Q3 2021, closing a stake of 764 shares — an estimated $241K sold.

Laird Norton Wetherby Wealth Management first reported a position in W in Q3 2020 and held it in 4 quarters. The position peaked at $653K in Q1 2021. 414 funds tracked by Wall St. Rank hold W as of Q3 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Wayfair position as of Q3 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 764 Wayfair shares in Q3 2021, an estimated $241K.
  • Laird Norton Wetherby Wealth Management first reported a position in Wayfair in Q3 2020 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Wayfair position peaked at $653K in Q1 2021.
  • 414 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.