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Money Concepts Capital’s Wayfair W Stock Holding History

Money Concepts Capital’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
-20
Closed -$658 – 2874
2022
Q4 		$658 Buy
20
+5
+33% +$174 ﹤0.01% 2951
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1675
2022
Q2 		$1K Sell
15
-12
-44% -$843 ﹤0.01% 1411
2022
Q1 		$3K Buy
+27
New +$3.8K ﹤0.01% 2396

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
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

Money Concepts Capital's W Position: Q1 2023 in Review

Money Concepts Capital sold out of Wayfair (W) in Q1 2023, closing a stake of 20 shares — an estimated $658 sold.

Money Concepts Capital first reported a position in W in Q1 2022 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 287 funds tracked by Wall St. Rank hold W as of Q1 2023.

  • Money Concepts Capital reported no remaining Wayfair position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 20 Wayfair shares in Q1 2023, an estimated $658.
  • Money Concepts Capital first reported a position in Wayfair in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Wayfair position peaked at $3K in Q1 2022.
  • 287 funds tracked by Wall St. Rank held Wayfair as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.