Sugarloaf Wealth Management’s Wayfair W Stock Holding History

Sugarloaf 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
2021 Q4	–	Sell	-3	Closed	-$1K	–	785
2021 Q3	$1K	Buy	+3	New	+$846	﹤0.01%	748

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Sugarloaf Wealth Management's W Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Wayfair (W) in Q4 2021, closing a stake of 3 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in W in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 425 funds tracked by Wall St. Rank hold W as of Q4 2021.

Sugarloaf Wealth Management reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 3 Wayfair shares in Q4 2021, an estimated $1K.
Sugarloaf Wealth Management first reported a position in Wayfair in Q3 2021 and held it in 1 quarter.
Sugarloaf Wealth Management's Wayfair position peaked at $1K in Q3 2021.
425 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.