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Lee Financial’s Wayfair W Stock Holding History

Lee Financial’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
Q3 		– Sell
-3
Closed – – 1032
2022
Q2 		$0 Buy
+3
New +$211 ﹤0.01% 1013

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
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
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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Lee Financial's W Position: Q3 2022 in Review

Lee Financial sold out of Wayfair (W) in Q3 2022, closing a stake of 3 shares.

Lee Financial first reported a position in W in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 319 funds tracked by Wall St. Rank hold W as of Q3 2022.

  • Lee Financial reported no remaining Wayfair position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 3 Wayfair shares in Q3 2022.
  • Lee Financial first reported a position in Wayfair in Q2 2022 and held it in 1 quarter.
  • Lee Financial's Wayfair position peaked at $0 in Q2 2022.
  • 319 funds tracked by Wall St. Rank held Wayfair as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.