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McGlone Suttner Wealth Management’s Wayfair W Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-464
Closed -$28.6K – 767
2023
Q4 		$28.6K Buy
+464
New +$24.3K 0.01% 370

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

McGlone Suttner Wealth Management's W Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Wayfair (W) in Q1 2024, closing a stake of 464 shares — an estimated $28.6K sold.

McGlone Suttner Wealth Management first reported a position in W in Q4 2023 and held it in 1 quarter. The position peaked at $28.6K in Q4 2023. 363 funds tracked by Wall St. Rank hold W as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Wayfair position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 464 Wayfair shares in Q1 2024, an estimated $28.6K.
  • McGlone Suttner Wealth Management first reported a position in Wayfair in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Wayfair position peaked at $28.6K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Wayfair as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.