WealthStone’s Wayfair W Stock Holding History

WealthStone’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 Q3	–	Sell	-4	Closed	-$584	–	590
2019 Q2	$584	Hold	4	–	–	﹤0.01%	819
2019 Q1	$1K	Buy	+4	New	+$522	0.04%	67

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

WealthStone's W Position: Q3 2019 in Review

WealthStone sold out of Wayfair (W) in Q3 2019, closing a stake of 4 shares — an estimated $584 sold.

WealthStone first reported a position in W in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 297 funds tracked by Wall St. Rank hold W as of Q3 2019.

WealthStone reported no remaining Wayfair position as of Q3 2019 after selling out during the quarter.
WealthStone sold 4 Wayfair shares in Q3 2019, an estimated $584.
WealthStone first reported a position in Wayfair in Q1 2019 and held it in 2 quarters.
WealthStone's Wayfair position peaked at $1K in Q1 2019.
297 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.