BDO Wealth Advisors’s Stitch Fix SFIX Stock Holding History

BDO 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	$193	Hold	50	–	–	﹤0.01%	959
2023 Q1	$256	Hold	50	–	–	﹤0.01%	1024
2022 Q4	$156	Hold	50	–	–	﹤0.01%	990
2022 Q3	$0	Hold	50	–	–	﹤0.01%	1126
2022 Q2	$0	Hold	50	–	–	﹤0.01%	1109
2022 Q1	$1K	Sell	50 -19	-28%	-$262	﹤0.01%	1024
2021 Q4	$1K	Hold	69	–	–	﹤0.01%	1055
2021 Q3	$3K	Buy	69 +19	+38%	+$888	﹤0.01%	922
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	957
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1014
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	728
2020 Q3	$1K	Buy	+50	New	+$1.28K	﹤0.01%	818
2018 Q4	–	Sell	-20	Closed	-$1K	–	612
2018 Q3	$1K	Buy	+20	New	+$729	﹤0.01%	603

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

PCR

Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's SFIX Position: Q2 2023 in Review

BDO Wealth Advisors held its Stitch Fix (SFIX) position steady in Q2 2023 at 50 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #959.

BDO Wealth Advisors first reported a position in SFIX in Q3 2018 and has held it in 13 quarters since. The position peaked at $3K in Q3 2021. 169 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

BDO Wealth Advisors held 50 shares of Stitch Fix worth $193 as of Q2 2023.
BDO Wealth Advisors left its Stitch Fix share count unchanged in Q2 2023.
Stitch Fix made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #959 holding.
BDO Wealth Advisors first reported a position in Stitch Fix in Q3 2018 and has held it in 13 quarters since.
BDO Wealth Advisors's Stitch Fix position peaked at $3K in Q3 2021.
169 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.