AWM
SFIX

Activest Wealth Management’s Stitch Fix SFIX Stock Holding History

Activest Wealth Management’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
2021
Q4 		– Sell
-83
Closed -$3K – 395
2021
Q3 		$3K Hold
83
– – ﹤0.01% 318
2021
Q2 		$5K Hold
83
– – ﹤0.01% 266
2021
Q1 		$4K Buy
+83
New +$5.84K ﹤0.01% 252

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Activest Wealth Management's SFIX Position: Q4 2021 in Review

Activest Wealth Management sold out of Stitch Fix (SFIX) in Q4 2021, closing a stake of 83 shares — an estimated $3K sold.

Activest Wealth Management first reported a position in SFIX in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

  • Activest Wealth Management reported no remaining Stitch Fix position as of Q4 2021 after selling out during the quarter.
  • Activest Wealth Management sold 83 Stitch Fix shares in Q4 2021, an estimated $3K.
  • Activest Wealth Management first reported a position in Stitch Fix in Q1 2021 and held it in 3 quarters.
  • Activest Wealth Management's Stitch Fix position peaked at $5K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on Activest Wealth Management's 13F filing for Q4 2021, filed 13 Jan 2022.