Moneta Group Investment Advisors’s Wayfair W Stock Holding History

Moneta Group Investment Advisors’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 Q1	–	Sell	-1,748	Closed	-$332K	–	498
2021 Q4	$332K	Sell	1,748 -1	-0.1%	-$236	0.01%	363
2021 Q3	$447K	Sell	1,749 -31	-2%	-$8.74K	0.02%	296
2021 Q2	$562K	Buy	1,780 +1	+0.1%	+$313	0.03%	269
2021 Q1	$560K	Buy	+1,779	New	+$525K	0.03%	243

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BCM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Moneta Group Investment Advisors's W Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of Wayfair (W) in Q1 2022, closing a stake of 1,748 shares — an estimated $332K sold.

Moneta Group Investment Advisors first reported a position in W in Q1 2021 and held it in 4 quarters. The position peaked at $562K in Q2 2021. 367 funds tracked by Wall St. Rank hold W as of Q1 2022.

Moneta Group Investment Advisors reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,748 Wayfair shares in Q1 2022, an estimated $332K.
Moneta Group Investment Advisors first reported a position in Wayfair in Q1 2021 and held it in 4 quarters.
Moneta Group Investment Advisors's Wayfair position peaked at $562K in Q2 2021.
367 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.