SIAG
W icon

Safeguard Investment Advisory Group’s Wayfair W Stock Holding History

Safeguard Investment Advisory Group’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
-28
Closed -$6K – 716
2020
Q4 		$6K Buy
+28
New +$7.43K 0.01% 512

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
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
SHP
Spruce House Partnership New York $3.49B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Safeguard Investment Advisory Group's W Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Wayfair (W) in Q1 2021, closing a stake of 28 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in W in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 449 funds tracked by Wall St. Rank hold W as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Wayfair position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 28 Wayfair shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in Wayfair in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Wayfair position peaked at $6K in Q4 2020.
  • 449 funds tracked by Wall St. Rank held Wayfair as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.