AG
SFIX

Advisor Group’s Stitch Fix SFIX Stock Holding History

Advisor Group’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
2019
Q4 		$166K Buy
6,473
+700
+12% +$16.3K ﹤0.01% 2538
2019
Q3 		$111K Buy
5,773
+686
+13% +$15.9K ﹤0.01% 2820
2019
Q2 		$163K Sell
5,087
-14,275
-74% -$383K ﹤0.01% 2480
2019
Q1 		$547K Buy
19,362
+9,821
+103% +$244K ﹤0.01% 1525
2018
Q4 		$163K Buy
9,541
+2,701
+39% +$66.8K ﹤0.01% 2250
2018
Q3 		$299K Buy
6,840
+6,695
+4,617% +$244K ﹤0.01% 1870
2018
Q2 		$4K Buy
+145
New +$3.28K ﹤0.01% 4478

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
BlackRock
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
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Advisor Group's SFIX Position: Q4 2019 in Review

Advisor Group increased its Stitch Fix (SFIX) stake by 12% in Q4 2019, buying an estimated $16.3K and bringing the position to 6,473 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Advisor Group first reported a position in SFIX in Q2 2018 and has held it in 7 quarters since. The position peaked at $547K in Q1 2019. 209 funds tracked by Wall St. Rank hold SFIX as of Q4 2019.

  • Advisor Group held 6,473 shares of Stitch Fix worth $166K as of Q4 2019.
  • Advisor Group bought 700 Stitch Fix shares in Q4 2019, an estimated $16.3K.
  • Stitch Fix made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2538 holding.
  • Advisor Group first reported a position in Stitch Fix in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's Stitch Fix position peaked at $547K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.