Confluence Wealth Services’s Stitch Fix SFIX Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-40	Closed	–	–	994
2021 Q4	$0	Buy	+40	New	+$1.15K	﹤0.01%	1264

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

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

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

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

BCM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Confluence Wealth Services's SFIX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Stitch Fix (SFIX) in Q1 2022, closing a stake of 40 shares.

Confluence Wealth Services first reported a position in SFIX in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 216 funds tracked by Wall St. Rank hold SFIX as of Q1 2022.

Confluence Wealth Services reported no remaining Stitch Fix position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 40 Stitch Fix shares in Q1 2022.
Confluence Wealth Services first reported a position in Stitch Fix in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Stitch Fix position peaked at $0 in Q4 2021.
216 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.