SFS
W icon

Sowell Financial Services’s Wayfair W Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-504
Closed -$144K – 2713
2021
Q1 		$144K Buy
504
+35
+7% +$10.3K 0.01% 1211
2020
Q4 		$106K Sell
469
-31
-6% -$8.23K ﹤0.01% 1133
2020
Q3 		$146K Sell
500
-324
-39% -$88.7K 0.01% 841
2020
Q2 		$163K Buy
824
+644
+358% +$96.3K 0.01% 797
2020
Q1 		$10K Hold
180
– – ﹤0.01% 1615
2019
Q4 		$16K Hold
180
– – ﹤0.01% 1520
2019
Q3 		$20K Buy
+180
New +$23K ﹤0.01% 1288

Other funds holding W

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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
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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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