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Rise Advisors’s Wayfair W Stock Holding History

Rise 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
2024
Q4 		– Sell
-39
Closed -$2.19K – 1227
2024
Q3 		$2.19K Hold
39
– – ﹤0.01% 1127
2024
Q2 		$2.06K Hold
39
– – ﹤0.01% 1122
2024
Q1 		$2.65K Hold
39
– – ﹤0.01% 1120
2023
Q4 		$2.41K Hold
39
– – ﹤0.01% 444
2023
Q3 		$2.36K Hold
39
– – ﹤0.01% 448
2023
Q2 		$2.54K Sell
39
-11
-22% -$463 ﹤0.01% 490
2023
Q1 		$1.72K Hold
50
– – ﹤0.01% 591
2022
Q4 		$1.65K Hold
50
– – ﹤0.01% 595
2022
Q3 		$2K Hold
50
– – ﹤0.01% 577
2022
Q2 		$2K Hold
50
– – ﹤0.01% 588
2022
Q1 		$6K Sell
50
-7
-12% -$985 0.01% 405
2021
Q4 		$10.8K Buy
+57
New +$13.5K 0.01% 319

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Rise Advisors's W Position: Q4 2024 in Review

Rise Advisors sold out of Wayfair (W) in Q4 2024, closing a stake of 39 shares — an estimated $2.19K sold.

Rise Advisors first reported a position in W in Q4 2021 and held it in 12 quarters. The position peaked at $10.8K in Q4 2021. 338 funds tracked by Wall St. Rank hold W as of Q4 2024.

  • Rise Advisors reported no remaining Wayfair position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 39 Wayfair shares in Q4 2024, an estimated $2.19K.
  • Rise Advisors first reported a position in Wayfair in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Wayfair position peaked at $10.8K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held Wayfair as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.