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WealthPlan Investment Management’s Wayfair W Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-5,097
Closed -$346K – 198
2024
Q1 		$346K Buy
5,097
+271
+6% +$15.3K 0.05% 147
2023
Q4 		$298K Sell
4,826
-135
-3% -$7.06K 0.05% 155
2023
Q3 		$300K Buy
4,961
+3,266
+193% +$227K 0.05% 143
2023
Q2 		$110K Sell
1,695
-602
-26% -$25.4K 0.03% 151
2023
Q1 		$78.9K Buy
+2,297
New +$102K 0.01% 212

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

WealthPlan Investment Management's W Position: Q2 2024 in Review

WealthPlan Investment Management sold out of Wayfair (W) in Q2 2024, closing a stake of 5,097 shares — an estimated $346K sold.

WealthPlan Investment Management first reported a position in W in Q1 2023 and held it in 5 quarters. The position peaked at $346K in Q1 2024. 335 funds tracked by Wall St. Rank hold W as of Q2 2024.

  • WealthPlan Investment Management reported no remaining Wayfair position as of Q2 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,097 Wayfair shares in Q2 2024, an estimated $346K.
  • WealthPlan Investment Management first reported a position in Wayfair in Q1 2023 and held it in 5 quarters.
  • WealthPlan Investment Management's Wayfair position peaked at $346K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Wayfair as of Q2 2024.

Based on WealthPlan Investment Management's 13F filing for Q2 2024, filed 9 Aug 2024.