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Retirement Planning Company of New England’s Wayfair W Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-40
Closed -$7K – 876
2021
Q4 		$7K Buy
+40
New +$9.44K ﹤0.01% 716

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 $110B AUM 4.8% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Retirement Planning Company of New England's W Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Wayfair (W) in Q1 2022, closing a stake of 40 shares — an estimated $7K sold.

Retirement Planning Company of New England first reported a position in W in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 368 funds tracked by Wall St. Rank hold W as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Wayfair position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 40 Wayfair shares in Q1 2022, an estimated $7K.
  • Retirement Planning Company of New England first reported a position in Wayfair in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Wayfair position peaked at $7K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Wayfair as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.