1776 Wealth’s Stitch Fix SFIX Stock Holding History

1776 Wealth’s Portfolio SFIX Stock Details SFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-160	Closed	-$4K	–	364
2020 Q1	$4K	Hold	160	–	–	﹤0.01%	341
2019 Q4	$4K	Buy	+160	New	+$3.72K	﹤0.01%	309

Other funds holding SFIX

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1776 Wealth's SFIX Position: Q2 2020 in Review

1776 Wealth sold out of Stitch Fix (SFIX) in Q2 2020, closing a stake of 160 shares — an estimated $4K sold.

1776 Wealth first reported a position in SFIX in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2020. 208 funds tracked by Wall St. Rank hold SFIX as of Q2 2020.

1776 Wealth reported no remaining Stitch Fix position as of Q2 2020 after selling out during the quarter.
1776 Wealth sold 160 Stitch Fix shares in Q2 2020, an estimated $4K.
1776 Wealth first reported a position in Stitch Fix in Q4 2019 and held it in 2 quarters.
1776 Wealth's Stitch Fix position peaked at $4K in Q1 2020.
208 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2020.

Based on 1776 Wealth's 13F filing for Q2 2020, filed 4 Aug 2020.