Wealth Group’s Wayfair W Stock Holding History

Wealth Group’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
2024 Q4	–	Sell	-4,294	Closed	-$241K	–	163
2024 Q3	$241K	Buy	+4,294	New	+$207K	0.16%	131

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

GHP

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

Wealth Group's W Position: Q4 2024 in Review

Wealth Group sold out of Wayfair (W) in Q4 2024, closing a stake of 4,294 shares — an estimated $241K sold.

Wealth Group first reported a position in W in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 338 funds tracked by Wall St. Rank hold W as of Q4 2024.

Wealth Group reported no remaining Wayfair position as of Q4 2024 after selling out during the quarter.
Wealth Group sold 4,294 Wayfair shares in Q4 2024, an estimated $241K.
Wealth Group first reported a position in Wayfair in Q3 2024 and held it in 1 quarter.
Wealth Group's Wayfair position peaked at $241K in Q3 2024.
338 funds tracked by Wall St. Rank held Wayfair as of Q4 2024.

Based on Wealth Group's 13F filing for Q4 2024, filed 6 Feb 2025.