SWM
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Spire Wealth Management’s Wayfair W Stock Holding History

Spire Wealth 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
2023
Q4 		– Sell
-31
Closed -$1.85K – 2473
2023
Q3 		$1.85K Hold
31
– – ﹤0.01% 2152
2023
Q2 		$1.98K Hold
31
– – ﹤0.01% 2197
2023
Q1 		$1.05K Sell
31
-135
-81% -$5.98K ﹤0.01% 2382
2022
Q4 		$5K Buy
+166
New +$5.79K ﹤0.01% 1852
2022
Q2 		– Sell
-12
Closed -$1K – 2844
2022
Q1 		$1K Sell
12
-4
-25% -$563 ﹤0.01% 2489
2021
Q4 		$3K Hold
16
– – ﹤0.01% 2729
2021
Q3 		$4K Hold
16
– – ﹤0.01% 2359
2021
Q2 		$5K Hold
16
– – ﹤0.01% 2330
2021
Q1 		$5K Buy
+16
New +$4.72K ﹤0.01% 2655

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Spire Wealth Management's W Position: Q4 2023 in Review

Spire Wealth Management sold out of Wayfair (W) in Q4 2023, closing a stake of 31 shares — an estimated $1.85K sold.

Spire Wealth Management first reported a position in W in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2022. 354 funds tracked by Wall St. Rank hold W as of Q4 2023.

  • Spire Wealth Management reported no remaining Wayfair position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 31 Wayfair shares in Q4 2023, an estimated $1.85K.
  • Spire Wealth Management first reported a position in Wayfair in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Wayfair position peaked at $5K in Q4 2022.
  • 354 funds tracked by Wall St. Rank held Wayfair as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.