Carroll Financial Associates’s Stitch Fix SFIX Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Hold	25	–	–	﹤0.01%	1894
2021 Q3	$0	Hold	25	–	–	﹤0.01%	1922
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1648
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	1590
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1480
2020 Q3	$0	Hold	25	–	–	﹤0.01%	1654
2020 Q2	$0	Sell	25 -40	-62%	-$789	﹤0.01%	1670
2020 Q1	$0	Hold	65	–	–	﹤0.01%	1645
2019 Q4	$1K	Hold	65	–	–	﹤0.01%	1471
2019 Q3	$1K	Hold	65	–	–	﹤0.01%	1448
2019 Q2	$2K	Hold	65	–	–	﹤0.01%	1389
2019 Q1	$1K	Buy	65 +25	+63%	+$621	﹤0.01%	1323
2018 Q4	$0	Buy	+40	New	+$990	﹤0.01%	1383

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return

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

JSP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MVP

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

Carroll Financial Associates's SFIX Position: Q4 2021 in Review

Carroll Financial Associates held its Stitch Fix (SFIX) position steady in Q4 2021 at 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Carroll Financial Associates first reported a position in SFIX in Q4 2018 and has held it in 13 quarters since. The position peaked at $2K in Q2 2019. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

Carroll Financial Associates held 25 shares of Stitch Fix worth $0 as of Q4 2021.
Carroll Financial Associates left its Stitch Fix share count unchanged in Q4 2021.
Stitch Fix made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1894 holding.
Carroll Financial Associates first reported a position in Stitch Fix in Q4 2018 and has held it in 13 quarters since.
Carroll Financial Associates's Stitch Fix position peaked at $2K in Q2 2019.
242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.