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

Diversify 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
2025
Q1 		– Sell
-1,602
Closed -$221K – 548
2024
Q4 		$221K Buy
+1,602
New +$213K 0.02% 474
2024
Q3 		– Sell
-2,144
Closed -$204K – 495
2024
Q2 		$204K Buy
+2,144
New +$156K 0.03% 414

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Wealth Management's SFM Position: Q1 2025 in Review

Diversify Wealth Management sold out of Sprouts Farmers Market (SFM) in Q1 2025, closing a stake of 1,602 shares — an estimated $221K sold.

Diversify Wealth Management first reported a position in SFM in Q2 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 716 funds tracked by Wall St. Rank hold SFM as of Q1 2025.

  • Diversify Wealth Management reported no remaining Sprouts Farmers Market position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 1,602 Sprouts Farmers Market shares in Q1 2025, an estimated $221K.
  • Diversify Wealth Management first reported a position in Sprouts Farmers Market in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's Sprouts Farmers Market position peaked at $221K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.