New Wave Wealth Advisors’s Wayfair W Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-18	Closed	-$798	–	671
2024 Q4	$798	Buy	+18	New	+$849	﹤0.01%	642

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

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

PGP

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

New Wave Wealth Advisors's W Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Wayfair (W) in Q1 2025, closing a stake of 18 shares — an estimated $798 sold.

New Wave Wealth Advisors first reported a position in W in Q4 2024 and held it in 1 quarter. The position peaked at $798 in Q4 2024. 315 funds tracked by Wall St. Rank hold W as of Q1 2025.

New Wave Wealth Advisors reported no remaining Wayfair position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 18 Wayfair shares in Q1 2025, an estimated $798.
New Wave Wealth Advisors first reported a position in Wayfair in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Wayfair position peaked at $798 in Q4 2024.
315 funds tracked by Wall St. Rank held Wayfair as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.