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Wealthspire Advisors (Maryland)’s Wayfair W Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-18
Closed -$3K – 2017
2019
Q1 		$3K Sell
18
-6
-25% -$783 ﹤0.01% 2064
2018
Q4 		$2K Sell
24
-11
-31% -$1.16K ﹤0.01% 2148
2018
Q3 		$5K Buy
35
+16
+84% +$2.04K ﹤0.01% 1836
2018
Q2 		$2K Buy
19
+13
+217% +$1.13K ﹤0.01% 2213
2018
Q1 		$0 Hold
6
– – ﹤0.01% 2656
2017
Q4 		$0 Buy
+6
New +$422 ﹤0.01% 2569
2017
Q3 		– Sell
-3
Closed – – 2479
2017
Q2 		$0 Buy
+3
New +$178 ﹤0.01% 2287

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s W Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Wayfair (W) in Q2 2019, closing a stake of 18 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in W in Q2 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 323 funds tracked by Wall St. Rank hold W as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Wayfair position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 18 Wayfair shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Wayfair in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Wayfair position peaked at $5K in Q3 2018.
  • 323 funds tracked by Wall St. Rank held Wayfair as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.