Regent Peak Wealth Advisors’s Wayfair W Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-17	Closed	-$4K	–	985
2020 Q4	$4K	Buy	+17	New	+$4.51K	﹤0.01%	720

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

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

SHP

Spruce House Partnership New York $3.49B AUM

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

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

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

Regent Peak Wealth Advisors's W Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Wayfair (W) in Q1 2021, closing a stake of 17 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in W in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 449 funds tracked by Wall St. Rank hold W as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Wayfair position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 17 Wayfair shares in Q1 2021, an estimated $4K.
Regent Peak Wealth Advisors first reported a position in Wayfair in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Wayfair position peaked at $4K in Q4 2020.
449 funds tracked by Wall St. Rank held Wayfair as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.