Avantax Planning Partners’s Sprouts Farmers Market SFM Stock Holding History

Avantax Planning Partners’s Portfolio SFM Stock Details SFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,530	Closed	-$321K	–	453
2024 Q4	$321K	Hold	2,530	–	–	0.01%	325
2024 Q3	$279K	Hold	2,530	–	–	0.01%	347
2024 Q2	$212K	Buy	+2,530	New	+$184K	0.01%	436
2018 Q4	–	Sell	-1,000	Closed	-$27K	–	1029
2018 Q3	$27K	Buy	+1,000	New	+$24.5K	﹤0.01%	632
2018 Q2	–	Sell	-1,021	Closed	-$24K	–	1259
2018 Q1	$24K	Buy	+1,021	New	+$26.2K	﹤0.01%	714

Other funds holding SFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's SFM Position: Q1 2025 in Review

Avantax Planning Partners sold out of Sprouts Farmers Market (SFM) in Q1 2025, closing a stake of 2,530 shares — an estimated $321K sold.

Avantax Planning Partners first reported a position in SFM in Q1 2018 and held it in 5 quarters. The position peaked at $321K in Q4 2024. 716 funds tracked by Wall St. Rank hold SFM as of Q1 2025.

Avantax Planning Partners reported no remaining Sprouts Farmers Market position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 2,530 Sprouts Farmers Market shares in Q1 2025, an estimated $321K.
Avantax Planning Partners first reported a position in Sprouts Farmers Market in Q1 2018 and held it in 5 quarters.
Avantax Planning Partners's Sprouts Farmers Market position peaked at $321K in Q4 2024.
716 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.