Bogart Wealth LLC’s Stitch Fix SFIX Stock Holding History

Bogart Wealth LLC’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
2019 Q3	–	Sell	-50	Closed	-$1K	–	380
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	328
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	336
2018 Q4	$0	Buy	+50	New	+$1.24K	﹤0.01%	372

Other funds holding SFIX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bogart Wealth LLC's SFIX Position: Q3 2019 in Review

Bogart Wealth LLC sold out of Stitch Fix (SFIX) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in SFIX in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 192 funds tracked by Wall St. Rank hold SFIX as of Q3 2019.

Bogart Wealth LLC reported no remaining Stitch Fix position as of Q3 2019 after selling out during the quarter.
Bogart Wealth LLC sold 50 Stitch Fix shares in Q3 2019, an estimated $1K.
Bogart Wealth LLC first reported a position in Stitch Fix in Q4 2018 and held it in 3 quarters.
Bogart Wealth LLC's Stitch Fix position peaked at $1K in Q2 2019.
192 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2019.

Based on Bogart Wealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.