AssetMark Inc
SFIX

AssetMark Inc’s Stitch Fix SFIX Stock Holding History

AssetMark Inc’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
2024
Q3 		– Sell
-9
Closed -$37 – 2348
2024
Q2 		$37 Buy
+9
New +$24 ﹤0.01% 2070
2022
Q3 		– Sell
-60
Closed – – 1614
2022
Q2 		$0 Buy
+60
New +$502 ﹤0.01% 1647
2020
Q1 		– Sell
-21
Closed -$1K – 1518
2019
Q4 		$1K Buy
+21
New +$488 ﹤0.01% 1337

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AssetMark Inc's SFIX Position: Q3 2024 in Review

AssetMark Inc sold out of Stitch Fix (SFIX) in Q3 2024, closing a stake of 9 shares — an estimated $37 sold.

AssetMark Inc first reported a position in SFIX in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 156 funds tracked by Wall St. Rank hold SFIX as of Q3 2024.

  • AssetMark Inc reported no remaining Stitch Fix position as of Q3 2024 after selling out during the quarter.
  • AssetMark Inc sold 9 Stitch Fix shares in Q3 2024, an estimated $37.
  • AssetMark Inc first reported a position in Stitch Fix in Q4 2019 and held it in 3 quarters.
  • AssetMark Inc's Stitch Fix position peaked at $1K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2024.

Based on AssetMark Inc's 13F filing for Q3 2024, filed 1 Nov 2024.