YorkBridge Wealth Partners’s Wayfair W Stock Holding History

YorkBridge Wealth Partners’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	-300	Closed	-$44K	–	642
2019 Q2	$44K	Hold	300	–	–	0.02%	382
2019 Q1	$45K	Hold	300	–	–	0.02%	370
2018 Q4	$27K	Hold	300	–	–	0.01%	397
2018 Q3	$43K	Hold	300	–	–	0.02%	374
2018 Q2	$36K	Hold	300	–	–	0.02%	403
2018 Q1	$20K	Buy	300 +200	+200%	+$16.8K	0.01%	527
2017 Q4	$9K	Hold	100	–	–	﹤0.01%	649
2017 Q3	$7K	Hold	100	–	–	﹤0.01%	681
2017 Q2	$7K	Buy	+100	New	+$5.93K	﹤0.01%	681

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

YorkBridge Wealth Partners's W Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Wayfair (W) in Q3 2019, closing a stake of 300 shares — an estimated $44K sold.

YorkBridge Wealth Partners first reported a position in W in Q2 2017 and held it in 9 quarters. The position peaked at $45K in Q1 2019. 297 funds tracked by Wall St. Rank hold W as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Wayfair position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 300 Wayfair shares in Q3 2019, an estimated $44K.
YorkBridge Wealth Partners first reported a position in Wayfair in Q2 2017 and held it in 9 quarters.
YorkBridge Wealth Partners's Wayfair position peaked at $45K in Q1 2019.
297 funds tracked by Wall St. Rank held Wayfair as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.