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Centric Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Centric Wealth Management’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
2020
Q3 		– Sell
-62,796
Closed -$1.61M – 149
2020
Q2 		$1.61M Buy
+62,796
New +$1.44M 0.84% 27

Other funds holding SFM

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centric Wealth Management's SFM Position: Q3 2020 in Review

Centric Wealth Management sold out of Sprouts Farmers Market (SFM) in Q3 2020, closing a stake of 62,796 shares — an estimated $1.61M sold.

Centric Wealth Management first reported a position in SFM in Q2 2020 and held it in 1 quarter. The position peaked at $1.61M in Q2 2020. 335 funds tracked by Wall St. Rank hold SFM as of Q3 2020.

  • Centric Wealth Management reported no remaining Sprouts Farmers Market position as of Q3 2020 after selling out during the quarter.
  • Centric Wealth Management sold 62,796 Sprouts Farmers Market shares in Q3 2020, an estimated $1.61M.
  • Centric Wealth Management first reported a position in Sprouts Farmers Market in Q2 2020 and held it in 1 quarter.
  • Centric Wealth Management's Sprouts Farmers Market position peaked at $1.61M in Q2 2020.
  • 335 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2020.

Based on Centric Wealth Management's 13F filing for Q3 2020, filed 5 Oct 2020.