Castle Wealth Management’s Stitch Fix SFIX Stock Holding History

Castle 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
2022 Q3	–	Sell	-100	Closed	–	–	726
2022 Q2	$0	Buy	+100	New	+$836	﹤0.01%	699

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MVP

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

DGI

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Castle Wealth Management's SFIX Position: Q3 2022 in Review

Castle Wealth Management sold out of Stitch Fix (SFIX) in Q3 2022, closing a stake of 100 shares.

Castle Wealth Management first reported a position in SFIX in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

Castle Wealth Management reported no remaining Stitch Fix position as of Q3 2022 after selling out during the quarter.
Castle Wealth Management sold 100 Stitch Fix shares in Q3 2022.
Castle Wealth Management first reported a position in Stitch Fix in Q2 2022 and held it in 1 quarter.
Castle Wealth Management's Stitch Fix position peaked at $0 in Q2 2022.
197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.