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SFIX

Avantax Planning Partners’s Stitch Fix SFIX Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-150
Closed -$7K – 1028
2018
Q3 		$7K Buy
+150
New +$5.47K ﹤0.01% 993

Other funds holding SFIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Avantax Planning Partners's SFIX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Stitch Fix (SFIX) in Q4 2018, closing a stake of 150 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in SFIX in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 166 funds tracked by Wall St. Rank hold SFIX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Stitch Fix position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 150 Stitch Fix shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Stitch Fix in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Stitch Fix position peaked at $7K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.