Ellevest Inc’s Stitch Fix SFIX Stock Holding History

Ellevest Inc’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	-6	Closed	-$31	–	1402
2023 Q1	$31	Buy	+6	New	+$28	﹤0.01%	1837
2021 Q4	–	Sell	-60	Closed	-$2K	–	1624
2021 Q3	$2K	Buy	+60	New	+$2.81K	﹤0.01%	1176

Other funds holding SFIX

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

DGI

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's SFIX Position: Q2 2023 in Review

Ellevest Inc sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 6 shares — an estimated $31 sold.

Ellevest Inc first reported a position in SFIX in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

Ellevest Inc reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 6 Stitch Fix shares in Q2 2023, an estimated $31.
Ellevest Inc first reported a position in Stitch Fix in Q3 2021 and held it in 2 quarters.
Ellevest Inc's Stitch Fix position peaked at $2K in Q3 2021.
170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.