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Sonora Investment Management’s Wayfair W Stock Holding History

Sonora Investment Management’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
Q3 		$30K Buy
117
+100
+588% +$28.2K ﹤0.01% 534
2021
Q2 		$5K Hold
17
– – ﹤0.01% 814
2021
Q1 		$5K Hold
17
– – ﹤0.01% 1533
2020
Q4 		$4K Hold
17
– – ﹤0.01% 1511
2020
Q3 		$5K Hold
17
– – ﹤0.01% 1477
2020
Q2 		$3K Hold
17
– – ﹤0.01% 1534
2020
Q1 		$1K Hold
17
– – ﹤0.01% 1607
2019
Q4 		$2K Hold
17
– – ﹤0.01% 1591
2019
Q3 		$2K Sell
17
-33
-66% -$4.22K ﹤0.01% 1575
2019
Q2 		$7K Buy
+50
New +$7.52K ﹤0.01% 1307

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 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 $3.4B AUM 30.65% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 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 $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Sonora Investment Management's W Position: Q3 2021 in Review

Sonora Investment Management increased its Wayfair (W) stake by 588% in Q3 2021, buying an estimated $28.2K and bringing the position to 117 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Sonora Investment Management first reported a position in W in Q2 2019 and has held it in 10 quarters since. 415 funds tracked by Wall St. Rank hold W as of Q3 2021.

  • Sonora Investment Management held 117 shares of Wayfair worth $30K as of Q3 2021.
  • Sonora Investment Management bought 100 Wayfair shares in Q3 2021, an estimated $28.2K.
  • Wayfair made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #534 holding.
  • Sonora Investment Management first reported a position in Wayfair in Q2 2019 and has held it in 10 quarters since.
  • 415 funds tracked by Wall St. Rank held Wayfair as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.