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Regal Investment Advisors’s Wayfair W Stock Holding History

Regal 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
2023
Q3 		– Sell
-7,688
Closed -$500K – 540
2023
Q2 		$500K Sell
7,688
-1,614
-17% -$68K 0.04% 295
2023
Q1 		$319K Buy
+9,302
New +$412K 0.03% 374

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Regal Investment Advisors's W Position: Q3 2023 in Review

Regal Investment Advisors sold out of Wayfair (W) in Q3 2023, closing a stake of 7,688 shares — an estimated $500K sold.

Regal Investment Advisors first reported a position in W in Q1 2023 and held it in 2 quarters. The position peaked at $500K in Q2 2023. 325 funds tracked by Wall St. Rank hold W as of Q3 2023.

  • Regal Investment Advisors reported no remaining Wayfair position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 7,688 Wayfair shares in Q3 2023, an estimated $500K.
  • Regal Investment Advisors first reported a position in Wayfair in Q1 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Wayfair position peaked at $500K in Q2 2023.
  • 325 funds tracked by Wall St. Rank held Wayfair as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.