TCI Wealth Advisors’s Wayfair W Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-177	Closed	-$6.08K	–	2210
2023 Q1	$6.08K	Sell	177 -71	-29%	-$3.14K	﹤0.01%	1396
2022 Q4	$8.16K	Buy	248 +214	+629%	+$7.47K	﹤0.01%	1221
2022 Q3	$1K	Buy	34 +14	+70%	+$740	﹤0.01%	2182
2022 Q2	$1K	Sell	20 -51	-72%	-$3.58K	﹤0.01%	2219
2022 Q1	$8K	Buy	71 +36	+103%	+$5.07K	﹤0.01%	1277
2021 Q4	$7K	Sell	35 -7	-17%	-$1.65K	﹤0.01%	1468
2021 Q3	$11K	Buy	42 +19	+83%	+$5.36K	﹤0.01%	1067
2021 Q2	$7K	Hold	23	–	–	﹤0.01%	1248
2021 Q1	$7K	Buy	+23	New	+$6.79K	﹤0.01%	1092
2018 Q3	–	Sell	-50	Closed	-$6K	–	1596
2018 Q2	$6K	Buy	50 +41	+456%	+$3.56K	﹤0.01%	752
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	1243
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	1283
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	1217
2017 Q2	$1K	Buy	+9	New	+$534	﹤0.01%	1235
2016 Q4	–	Sell	-15	Closed	-$1K	–	1457
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	1238
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	1174
2016 Q1	$1K	Buy	+15	New	+$621	﹤0.01%	1173

Other funds holding W

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

TCI Wealth Advisors's W Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Wayfair (W) in Q2 2023, closing a stake of 177 shares — an estimated $6.08K sold.

TCI Wealth Advisors first reported a position in W in Q1 2016 and held it in 17 quarters. The position peaked at $11K in Q3 2021. 306 funds tracked by Wall St. Rank hold W as of Q2 2023.

TCI Wealth Advisors reported no remaining Wayfair position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 177 Wayfair shares in Q2 2023, an estimated $6.08K.
TCI Wealth Advisors first reported a position in Wayfair in Q1 2016 and held it in 17 quarters.
TCI Wealth Advisors's Wayfair position peaked at $11K in Q3 2021.
306 funds tracked by Wall St. Rank held Wayfair as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.