Nations Financial Group’s Wayfair W Stock Holding History

Nations Financial Group’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
2021 Q3	–	Sell	-825	Closed	-$260K	–	465
2021 Q2	$260K	Hold	825	–	–	0.04%	353
2021 Q1	$260K	Buy	+825	New	+$243K	0.06%	313
2020 Q4	–	Sell	-700	Closed	-$204K	–	320
2020 Q3	$204K	Buy	+700	New	+$192K	0.06%	275

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 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

VVP

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

BCM

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

Nations Financial Group's W Position: Q3 2021 in Review

Nations Financial Group sold out of Wayfair (W) in Q3 2021, closing a stake of 825 shares — an estimated $260K sold.

Nations Financial Group first reported a position in W in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q2 2021. 414 funds tracked by Wall St. Rank hold W as of Q3 2021.

Nations Financial Group reported no remaining Wayfair position as of Q3 2021 after selling out during the quarter.
Nations Financial Group sold 825 Wayfair shares in Q3 2021, an estimated $260K.
Nations Financial Group first reported a position in Wayfair in Q3 2020 and held it in 3 quarters.
Nations Financial Group's Wayfair position peaked at $260K in Q2 2021.
414 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on Nations Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.