CIBC Private Wealth Group
SFIX

CIBC Private Wealth Group’s Stitch Fix SFIX Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$336 Hold
64
– – ﹤0.01% 3120
2025
Q3 		$278 Hold
64
– – ﹤0.01% 2920
2025
Q2 		$237 Buy
+64
New +$240 ﹤0.01% 2899
2021
Q2 		– Sell
-22,965
Closed -$1.14M – 1063
2021
Q1 		$1.14M Sell
22,965
-387,747
-94% -$27.3M ﹤0.01% 643
2020
Q4 		$24.1M Sell
410,712
-221,475
-35% -$9.48M 0.06% 209
2020
Q3 		$17.2M Buy
632,187
+65,006
+11% +$1.67M 0.05% 222
2020
Q2 		$14.1M Buy
567,181
+103,948
+22% +$2.05M 0.07% 194
2020
Q1 		$5.88M Buy
463,233
+16,066
+4% +$349K 0.03% 302
2019
Q4 		$11.5M Buy
447,167
+11,102
+3% +$258K 0.04% 268
2019
Q3 		$8.39M Buy
+436,065
New +$10.1M 0.03% 299

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return