BWM
SFIX

Bullock Wealth Management’s Stitch Fix SFIX Stock Holding History

Bullock Wealth 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
2024
Q3 		– Sell
-240
Closed -$955 – 596
2024
Q2 		$955 Buy
+240
New +$650 ﹤0.01% 517

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bullock Wealth Management's SFIX Position: Q3 2024 in Review

Bullock Wealth Management sold out of Stitch Fix (SFIX) in Q3 2024, closing a stake of 240 shares — an estimated $955 sold.

Bullock Wealth Management first reported a position in SFIX in Q2 2024 and held it in 1 quarter. The position peaked at $955 in Q2 2024. 156 funds tracked by Wall St. Rank hold SFIX as of Q3 2024.

  • Bullock Wealth Management reported no remaining Stitch Fix position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 240 Stitch Fix shares in Q3 2024, an estimated $955.
  • Bullock Wealth Management first reported a position in Stitch Fix in Q2 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Stitch Fix position peaked at $955 in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.