Corient Private Wealth
SFIX

Corient Private Wealth’s Stitch Fix SFIX Stock Holding History

Corient Private Wealth’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
2023
Q2 		– Sell
-28,793
Closed -$147K – 2156
2023
Q1 		$147K Buy
28,793
+12,061
+72% +$56.5K ﹤0.01% 1840
2022
Q4 		$58K Buy
+16,732
New +$62.6K ﹤0.01% 1613

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's SFIX Position: Q2 2023 in Review

Corient Private Wealth sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 28,793 shares — an estimated $147K sold.

Corient Private Wealth first reported a position in SFIX in Q4 2022 and held it in 2 quarters. The position peaked at $147K in Q1 2023. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

  • Corient Private Wealth reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
  • Corient Private Wealth sold 28,793 Stitch Fix shares in Q2 2023, an estimated $147K.
  • Corient Private Wealth first reported a position in Stitch Fix in Q4 2022 and held it in 2 quarters.
  • Corient Private Wealth's Stitch Fix position peaked at $147K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Corient Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.