Edge Wealth Management’s Stitch Fix SFIX Stock Holding History

Edge Wealth Management’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
2021 Q1	–	Sell	-2,000	Closed	-$118K	–	449
2020 Q4	$118K	Hold	2,000	–	–	0.03%	115
2020 Q3	$54K	Hold	2,000	–	–	0.01%	197
2020 Q2	$50K	Hold	2,000	–	–	0.01%	274
2020 Q1	$26K	Buy	+2,000	New	+$43.4K	0.01%	292
2019 Q1	–	Sell	-1,000	Closed	-$17K	–	597
2018 Q4	$17K	Buy	+1,000	New	+$24.7K	﹤0.01%	347

Other funds holding SFIX

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

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

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Edge Wealth Management's SFIX Position: Q1 2021 in Review

Edge Wealth Management sold out of Stitch Fix (SFIX) in Q1 2021, closing a stake of 2,000 shares — an estimated $118K sold.

Edge Wealth Management first reported a position in SFIX in Q4 2018 and held it in 5 quarters. The position peaked at $118K in Q4 2020. 271 funds tracked by Wall St. Rank hold SFIX as of Q1 2021.

Edge Wealth Management reported no remaining Stitch Fix position as of Q1 2021 after selling out during the quarter.
Edge Wealth Management sold 2,000 Stitch Fix shares in Q1 2021, an estimated $118K.
Edge Wealth Management first reported a position in Stitch Fix in Q4 2018 and held it in 5 quarters.
Edge Wealth Management's Stitch Fix position peaked at $118K in Q4 2020.
271 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2021.

Based on Edge Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.