Avitas Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Avitas Wealth Management’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
2019 Q2	–	Sell	-26,558	Closed	-$572K	–	177
2019 Q1	$572K	Sell	26,558 -1,683	-6%	-$39.5K	0.17%	131
2018 Q4	$664K	Sell	28,241 -9,608	-25%	-$250K	0.22%	116
2018 Q3	$1.04M	Buy	37,849 +3,183	+9%	+$78.1K	0.29%	108
2018 Q2	$765K	Buy	+34,666	New	+$784K	0.24%	124

Other funds holding SFM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Avitas Wealth Management's SFM Position: Q2 2019 in Review

Avitas Wealth Management sold out of Sprouts Farmers Market (SFM) in Q2 2019, closing a stake of 26,558 shares — an estimated $572K sold.

Avitas Wealth Management first reported a position in SFM in Q2 2018 and held it in 4 quarters. The position peaked at $1.04M in Q3 2018. 293 funds tracked by Wall St. Rank hold SFM as of Q2 2019.

Avitas Wealth Management reported no remaining Sprouts Farmers Market position as of Q2 2019 after selling out during the quarter.
Avitas Wealth Management sold 26,558 Sprouts Farmers Market shares in Q2 2019, an estimated $572K.
Avitas Wealth Management first reported a position in Sprouts Farmers Market in Q2 2018 and held it in 4 quarters.
Avitas Wealth Management's Sprouts Farmers Market position peaked at $1.04M in Q3 2018.
293 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2019.

Based on Avitas Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.