B. Riley Wealth Advisors’s Stitch Fix SFIX Stock Holding History

B. Riley Wealth Advisors’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
2023 Q2	–	Sell	-10,250	Closed	-$52.4K	–	1631
2023 Q1	$52.4K	Hold	10,250	–	–	﹤0.01%	1434
2022 Q4	$31.9K	Buy	+10,250	New	+$38.3K	﹤0.01%	1434
2019 Q3	–	Sell	-7,010	Closed	-$225K	–	847
2019 Q2	$225K	Sell	7,010 -100	-1%	-$2.68K	0.02%	674
2019 Q1	$201K	Buy	+7,110	New	+$177K	0.03%	660
2018 Q4	–	Sell	-8,660	Closed	-$380K	–	728
2018 Q3	$380K	Sell	8,660 -14,625	-63%	-$533K	0.05%	419
2018 Q2	$639K	Buy	+23,285	New	+$527K	0.08%	261

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

B. Riley Wealth Advisors's SFIX Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 10,250 shares — an estimated $52.4K sold.

B. Riley Wealth Advisors first reported a position in SFIX in Q2 2018 and held it in 6 quarters. The position peaked at $639K in Q2 2018. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,250 Stitch Fix shares in Q2 2023, an estimated $52.4K.
B. Riley Wealth Advisors first reported a position in Stitch Fix in Q2 2018 and held it in 6 quarters.
B. Riley Wealth Advisors's Stitch Fix position peaked at $639K in Q2 2018.
170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.