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Burt Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-46
Closed -$1K – 305
2020
Q4 		$1K Hold
46
– – ﹤0.01% 375
2020
Q3 		$1K Hold
46
– – ﹤0.01% 381
2020
Q2 		$1K Hold
46
– – ﹤0.01% 390
2020
Q1 		$1K Buy
+46
New +$771 ﹤0.01% 389

Other funds holding SFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Burt Wealth Advisors's SFM Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q1 2021, closing a stake of 46 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in SFM in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 324 funds tracked by Wall St. Rank hold SFM as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 46 Sprouts Farmers Market shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Sprouts Farmers Market in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Sprouts Farmers Market position peaked at $1K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.