MinichMacGregor Wealth Management’s Wayfair W Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-50	Closed	-$1.64K	–	649
2022 Q4	$1.64K	Buy	+50	New	+$1.75K	﹤0.01%	589
2018 Q4	–	Sell	-100	Closed	-$14K	–	521
2018 Q3	$14K	Hold	100	–	–	0.01%	277
2018 Q2	$11K	Hold	100	–	–	0.01%	294
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	361
2017 Q4	$8K	Hold	100	–	–	0.01%	330
2017 Q3	$6K	Buy	100 +50	+100%	+$3.71K	0.01%	337
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	380
2017 Q1	$2K	Buy	+50	New	+$1.98K	﹤0.01%	387

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

MinichMacGregor Wealth Management's W Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Wayfair (W) in Q1 2023, closing a stake of 50 shares — an estimated $1.64K sold.

MinichMacGregor Wealth Management first reported a position in W in Q1 2017 and held it in 8 quarters. The position peaked at $14K in Q3 2018. 287 funds tracked by Wall St. Rank hold W as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 50 Wayfair shares in Q1 2023, an estimated $1.64K.
MinichMacGregor Wealth Management first reported a position in Wayfair in Q1 2017 and held it in 8 quarters.
MinichMacGregor Wealth Management's Wayfair position peaked at $14K in Q3 2018.
287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.