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Shine Investment Advisory Services’s Wayfair W Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$13K Sell
45
-15
-25% -$4.1K ﹤0.01% 519
2020
Q2 		$12K Buy
+60
New +$8.97K ﹤0.01% 536
2020
Q1 		– Sell
-55
Closed -$5K – 784
2019
Q4 		$5K Buy
+55
New +$5.13K ﹤0.01% 675

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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's W Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Wayfair (W) stake by 25% in Q3 2020, selling an estimated $4.1K and leaving 45 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Shine Investment Advisory Services first reported a position in W in Q4 2019 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold W as of Q3 2020.

  • Shine Investment Advisory Services held 45 shares of Wayfair worth $13K as of Q3 2020.
  • Shine Investment Advisory Services sold 15 Wayfair shares in Q3 2020, an estimated $4.1K.
  • Wayfair made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #519 holding.
  • Shine Investment Advisory Services first reported a position in Wayfair in Q4 2019 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Wayfair as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.