Tilia Fiduciary Partners’s Wayfair W Stock Holding History

Tilia Fiduciary Partners’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	-22	Closed	-$755	–	548
2023 Q1	$755	Hold	22	–	–	﹤0.01%	492
2022 Q4	$724	Hold	22	–	–	﹤0.01%	479
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	504
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	522
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	510
2021 Q4	$4K	Buy	+22	New	+$5.19K	﹤0.01%	513

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

Tilia Fiduciary Partners's W Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Wayfair (W) in Q2 2023, closing a stake of 22 shares — an estimated $755 sold.

Tilia Fiduciary Partners first reported a position in W in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 307 funds tracked by Wall St. Rank hold W as of Q2 2023.

Tilia Fiduciary Partners reported no remaining Wayfair position as of Q2 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 22 Wayfair shares in Q2 2023, an estimated $755.
Tilia Fiduciary Partners first reported a position in Wayfair in Q4 2021 and held it in 6 quarters.
Tilia Fiduciary Partners's Wayfair position peaked at $4K in Q4 2021.
307 funds tracked by Wall St. Rank held Wayfair as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.