BAM
SFIX

Belpointe Asset Management’s Stitch Fix SFIX Stock Holding History

Belpointe Asset Management’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
-167
Closed -$853 – 2879
2023
Q1 		$853 Hold
167
– – ﹤0.01% 3500
2022
Q4 		$519 Buy
+167
New +$625 ﹤0.01% 3545
2020
Q4 		– Sell
-14,230
Closed -$386K – 981
2020
Q3 		$386K Sell
14,230
-12,200
-46% -$313K 0.04% 376
2020
Q2 		$659K Sell
26,430
-4,070
-13% -$80.3K 0.09% 241
2020
Q1 		$387K Sell
30,500
-6,123
-17% -$133K 0.07% 286
2019
Q4 		$940K Sell
36,623
-3,607
-9% -$83.8K 0.12% 191
2019
Q3 		$775K Buy
+40,230
New +$934K 0.13% 183

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's SFIX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 167 shares — an estimated $853 sold.

Belpointe Asset Management first reported a position in SFIX in Q3 2019 and held it in 7 quarters. The position peaked at $940K in Q4 2019. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 167 Stitch Fix shares in Q2 2023, an estimated $853.
  • Belpointe Asset Management first reported a position in Stitch Fix in Q3 2019 and held it in 7 quarters.
  • Belpointe Asset Management's Stitch Fix position peaked at $940K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.