WIM
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Westside Investment Management’s Wayfair W Stock Holding History

Westside 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
2020
Q4 		– Sell
-37
Closed -$10 – 684
2020
Q3 		$10 Hold
37
– – ﹤0.01% 499
2020
Q2 		$7 Sell
37
-200
-84% -$29.9K ﹤0.01% 511
2020
Q1 		$12 Buy
+237
New +$18.1K ﹤0.01% 445
2019
Q2 		$1.27K Buy
+8,734
New +$1.31M ﹤0.01% 108
2018
Q4 		$817K Hold
9,070
– – 0.3% 60
2018
Q3 		$1.3M Sell
9,070
-30
-0.3% -$3.82K 0.42% 40
2018
Q2 		$1.05M Hold
9,100
– – 0.37% 43
2018
Q1 		$570K Buy
9,100
+750
+9% +$63K 0.31% 68
2017
Q4 		$693K Buy
+8,350
New +$587K 0.38% 63

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
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

Westside Investment Management's W Position: Q4 2020 in Review

Westside Investment Management sold out of Wayfair (W) in Q4 2020, closing a stake of 37 shares — an estimated $10 sold.

Westside Investment Management first reported a position in W in Q4 2017 and held it in 9 quarters. The position peaked at $1.3M in Q3 2018. 408 funds tracked by Wall St. Rank hold W as of Q4 2020.

  • Westside Investment Management reported no remaining Wayfair position as of Q4 2020 after selling out during the quarter.
  • Westside Investment Management sold 37 Wayfair shares in Q4 2020, an estimated $10.
  • Westside Investment Management first reported a position in Wayfair in Q4 2017 and held it in 9 quarters.
  • Westside Investment Management's Wayfair position peaked at $1.3M in Q3 2018.
  • 408 funds tracked by Wall St. Rank held Wayfair as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.