Capital Advisory Group Advisory Services’s Stitch Fix SFIX Stock Holding History

Capital Advisory Group Advisory Services’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
2020 Q1	–	Sell	-11,228	Closed	-$288K	–	474
2019 Q4	$288K	Buy	11,228 +9,541	+566%	+$222K	0.15%	82
2019 Q3	$33K	Buy	1,687 +174	+12%	+$4.04K	0.02%	171
2019 Q2	$50K	Buy	1,513 +554	+58%	+$14.9K	0.03%	154
2019 Q1	$27K	Buy	959 +752	+363%	+$18.7K	0.02%	182
2018 Q4	$4K	Buy	+207	New	+$5.12K	﹤0.01%	319

Other funds holding SFIX

JSP

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

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

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

MVP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's SFIX Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of Stitch Fix (SFIX) in Q1 2020, closing a stake of 11,228 shares — an estimated $288K sold.

Capital Advisory Group Advisory Services first reported a position in SFIX in Q4 2018 and held it in 5 quarters. The position peaked at $288K in Q4 2019. 178 funds tracked by Wall St. Rank hold SFIX as of Q1 2020.

Capital Advisory Group Advisory Services reported no remaining Stitch Fix position as of Q1 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 11,228 Stitch Fix shares in Q1 2020, an estimated $288K.
Capital Advisory Group Advisory Services first reported a position in Stitch Fix in Q4 2018 and held it in 5 quarters.
Capital Advisory Group Advisory Services's Stitch Fix position peaked at $288K in Q4 2019.
178 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.