Milestone Wealth’s Wayfair W Stock Holding History

Milestone Wealth’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 Q2	–	Sell	-136	Closed	-$26K	–	251
2022 Q1	$26K	Hold	136	–	–	0.02%	168
2021 Q4	$26K	Buy	+136	New	+$32.1K	0.02%	168

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Milestone Wealth's W Position: Q2 2022 in Review

Milestone Wealth sold out of Wayfair (W) in Q2 2022, closing a stake of 136 shares — an estimated $26K sold.

Milestone Wealth first reported a position in W in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q1 2022. 328 funds tracked by Wall St. Rank hold W as of Q2 2022.

Milestone Wealth reported no remaining Wayfair position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 136 Wayfair shares in Q2 2022, an estimated $26K.
Milestone Wealth first reported a position in Wayfair in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Wayfair position peaked at $26K in Q1 2022.
328 funds tracked by Wall St. Rank held Wayfair as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.