Wipfli Financial Advisors’s Wayfair W Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$18K	Buy	+564	New	+$29.8K	﹤0.01%	1613

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BCM

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

Wipfli Financial Advisors's W Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Wayfair (W) in Q3 2022: 564 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings.

319 funds tracked by Wall St. Rank hold W as of Q3 2022.

Wipfli Financial Advisors held 564 shares of Wayfair worth $18K as of Q3 2022.
Wayfair was a new Wipfli Financial Advisors position in Q3 2022.
Wayfair made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1613 holding.
319 funds tracked by Wall St. Rank held Wayfair as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.