Claro Advisors’s Stitch Fix SFIX Stock Holding History

Claro Advisors’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
2019 Q1	–	Sell	-71	Closed	-$3K	–	792
2018 Q4	$3K	Buy	+71	New	+$1.76K	﹤0.01%	871

Other funds holding SFIX

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JSP

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

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

MVP

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Claro Advisors's SFIX Position: Q1 2019 in Review

Claro Advisors sold out of Stitch Fix (SFIX) in Q1 2019, closing a stake of 71 shares — an estimated $3K sold.

Claro Advisors first reported a position in SFIX in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 184 funds tracked by Wall St. Rank hold SFIX as of Q1 2019.

Claro Advisors reported no remaining Stitch Fix position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 71 Stitch Fix shares in Q1 2019, an estimated $3K.
Claro Advisors first reported a position in Stitch Fix in Q4 2018 and held it in 1 quarter.
Claro Advisors's Stitch Fix position peaked at $3K in Q4 2018.
184 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.