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Balboa Wealth Partners’s Sprouts Farmers Market SFM Stock Holding History

Balboa Wealth 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
2024
Q4 		– Sell
-2,221
Closed -$245K – 379
2024
Q3 		$245K Sell
2,221
-2,071
-48% -$198K 0.06% 224
2024
Q2 		$359K Buy
+4,292
New +$313K 0.09% 162

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Nordea Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balboa Wealth Partners's SFM Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Sprouts Farmers Market (SFM) in Q4 2024, closing a stake of 2,221 shares — an estimated $245K sold.

Balboa Wealth Partners first reported a position in SFM in Q2 2024 and held it in 2 quarters. The position peaked at $359K in Q2 2024. 684 funds tracked by Wall St. Rank hold SFM as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Sprouts Farmers Market position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,221 Sprouts Farmers Market shares in Q4 2024, an estimated $245K.
  • Balboa Wealth Partners first reported a position in Sprouts Farmers Market in Q2 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Sprouts Farmers Market position peaked at $359K in Q2 2024.
  • 684 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.