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Wealth Advisory Solutions’s Wayfair W Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-750
Closed -$218K – 196
2020
Q3 		$218K Sell
750
-500
-40% -$137K 0.06% 169
2020
Q2 		$247K Buy
+1,250
New +$187K 0.07% 157

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
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
Morgan Stanley
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

Wealth Advisory Solutions's W Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Wayfair (W) in Q4 2020, closing a stake of 750 shares — an estimated $218K sold.

Wealth Advisory Solutions first reported a position in W in Q2 2020 and held it in 2 quarters. The position peaked at $247K in Q2 2020. 407 funds tracked by Wall St. Rank hold W as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Wayfair position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 750 Wayfair shares in Q4 2020, an estimated $218K.
  • Wealth Advisory Solutions first reported a position in Wayfair in Q2 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's Wayfair position peaked at $247K in Q2 2020.
  • 407 funds tracked by Wall St. Rank held Wayfair as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.