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Beaird Harris Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Beaird Harris 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
2023
Q2 		– Sell
-120
Closed -$4.2K – 492
2023
Q1 		$4.2K Buy
+120
New +$3.88K ﹤0.01% 330

Other funds holding SFM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's SFM Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Sprouts Farmers Market (SFM) in Q2 2023, closing a stake of 120 shares — an estimated $4.2K sold.

Beaird Harris Wealth Management first reported a position in SFM in Q1 2023 and held it in 1 quarter. The position peaked at $4.2K in Q1 2023. 405 funds tracked by Wall St. Rank hold SFM as of Q2 2023.

  • Beaird Harris Wealth Management reported no remaining Sprouts Farmers Market position as of Q2 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 120 Sprouts Farmers Market shares in Q2 2023, an estimated $4.2K.
  • Beaird Harris Wealth Management first reported a position in Sprouts Farmers Market in Q1 2023 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Sprouts Farmers Market position peaked at $4.2K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.