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Valeo Financial Advisors’s Wayfair W Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-30
Closed -$9K – 1813
2021
Q1 		$9K Hold
30
– – ﹤0.01% 1399
2020
Q4 		$7K Buy
30
+10
+50% +$2.65K ﹤0.01% 1295
2020
Q3 		$6K Buy
20
+13
+186% +$3.56K ﹤0.01% 1222
2020
Q2 		$1K Hold
7
– – ﹤0.01% 1978
2020
Q1 		$1K Sell
7
-44
-86% -$3.37K ﹤0.01% 1730
2019
Q4 		$5K Buy
51
+44
+629% +$4.11K ﹤0.01% 1301
2019
Q3 		$1K Buy
+7
New +$896 ﹤0.01% 1501
2018
Q4 		– Sell
-100
Closed -$10.5K – 1738
2018
Q3 		$11K Buy
+100
New +$12.7K ﹤0.01% 949

Other funds holding W

Fidelity Investments
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Valeo Financial Advisors's W Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Wayfair (W) in Q2 2021, closing a stake of 30 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in W in Q3 2018 and held it in 8 quarters. The position peaked at $11K in Q3 2018. 440 funds tracked by Wall St. Rank hold W as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Wayfair position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 30 Wayfair shares in Q2 2021, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Wayfair in Q3 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's Wayfair position peaked at $11K in Q3 2018.
  • 440 funds tracked by Wall St. Rank held Wayfair as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.