Personal Wealth Partners’s Wayfair W Stock Holding History

Personal Wealth Partners’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 Q4	–	Sell	-1,000	Closed	-$256K	–	82
2021 Q3	$256K	Hold	1,000	–	–	0.11%	67
2021 Q2	$316K	Hold	1,000	–	–	0.13%	58
2021 Q1	$315K	Hold	1,000	–	–	0.14%	57
2020 Q4	$226K	Hold	1,000	–	–	0.11%	64
2020 Q3	$291K	Buy	+1,000	New	+$274K	0.15%	56
2020 Q1	–	Sell	-1,000	Closed	-$90K	–	611
2019 Q4	$90K	Buy	1,000 +270	+37%	+$25.2K	0.04%	107
2019 Q3	$82K	Hold	730	–	–	0.04%	114
2019 Q2	$107K	Buy	+730	New	+$110K	0.05%	84

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Personal Wealth Partners's W Position: Q4 2021 in Review

Personal Wealth Partners sold out of Wayfair (W) in Q4 2021, closing a stake of 1,000 shares — an estimated $256K sold.

Personal Wealth Partners first reported a position in W in Q2 2019 and held it in 8 quarters. The position peaked at $316K in Q2 2021. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

Personal Wealth Partners reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,000 Wayfair shares in Q4 2021, an estimated $256K.
Personal Wealth Partners first reported a position in Wayfair in Q2 2019 and held it in 8 quarters.
Personal Wealth Partners's Wayfair position peaked at $316K in Q2 2021.
425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.