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Reilly Financial Advisors’s Wayfair W Stock Holding History

Reilly Financial 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
Q4 		$24K Hold
125
– – ﹤0.01% 542
2021
Q3 		$32K Hold
125
– – ﹤0.01% 449
2021
Q2 		$39K Hold
125
– – ﹤0.01% 416
2021
Q1 		$39K Hold
125
– – ﹤0.01% 409
2020
Q4 		$28K Hold
125
– – ﹤0.01% 433
2020
Q3 		$36K Buy
125
+25
+25% +$6.84K ﹤0.01% 351
2020
Q2 		$20K Buy
+100
New +$15K ﹤0.01% 448

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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

Reilly Financial Advisors's W Position: Q4 2021 in Review

Reilly Financial Advisors held its Wayfair (W) position steady in Q4 2021 at 125 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Reilly Financial Advisors first reported a position in W in Q2 2020 and has held it in 7 quarters since. The position peaked at $39K in Q2 2021. 426 funds tracked by Wall St. Rank hold W as of Q4 2021.

  • Reilly Financial Advisors held 125 shares of Wayfair worth $24K as of Q4 2021.
  • Reilly Financial Advisors left its Wayfair share count unchanged in Q4 2021.
  • Wayfair made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #542 holding.
  • Reilly Financial Advisors first reported a position in Wayfair in Q2 2020 and has held it in 7 quarters since.
  • Reilly Financial Advisors's Wayfair position peaked at $39K in Q2 2021.
  • 426 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.