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Carolinas Wealth Consulting’s Sprouts Farmers Market SFM Stock Holding History

Carolinas Wealth Consulting’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
2024
Q1 		– Sell
-32
Closed -$1.52K – 1139
2023
Q4 		$1.52K Hold
32
– – ﹤0.01% 773
2023
Q3 		$1.33K Sell
32
-19
-37% -$745 ﹤0.01% 784
2023
Q2 		$1.89K Buy
51
+1
+2% +$35 ﹤0.01% 821
2023
Q1 		$1.75K Hold
50
– – ﹤0.01% 828
2022
Q4 		$1.62K Buy
+50
New +$1.56K ﹤0.01% 835

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's SFM Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Sprouts Farmers Market (SFM) in Q1 2024, closing a stake of 32 shares — an estimated $1.52K sold.

Carolinas Wealth Consulting first reported a position in SFM in Q4 2022 and held it in 5 quarters. The position peaked at $1.89K in Q2 2023. 477 funds tracked by Wall St. Rank hold SFM as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Sprouts Farmers Market position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 32 Sprouts Farmers Market shares in Q1 2024, an estimated $1.52K.
  • Carolinas Wealth Consulting first reported a position in Sprouts Farmers Market in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Sprouts Farmers Market position peaked at $1.89K in Q2 2023.
  • 477 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.