Wealthcare Advisory Partners’s Wayfair W Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-97	Closed	-$31K	–	1855
2021 Q1	$31K	Buy	+97	New	+$28.6K	﹤0.01%	1057
2020 Q2	–	Sell	-35	Closed	-$2K	–	1349
2020 Q1	$2K	Buy	+35	New	+$2.68K	﹤0.01%	1331

Other funds holding W

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's W Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Wayfair (W) in Q2 2021, closing a stake of 97 shares — an estimated $31K sold.

Wealthcare Advisory Partners first reported a position in W in Q1 2020 and held it in 2 quarters. The position peaked at $31K in Q1 2021. 440 funds tracked by Wall St. Rank hold W as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Wayfair position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 97 Wayfair shares in Q2 2021, an estimated $31K.
Wealthcare Advisory Partners first reported a position in Wayfair in Q1 2020 and held it in 2 quarters.
Wealthcare Advisory Partners's Wayfair position peaked at $31K in Q1 2021.
440 funds tracked by Wall St. Rank held Wayfair as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.