EWP
SFIX

Engrave Wealth Partners’s Stitch Fix SFIX Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-100
Closed -$2K – 362
2020
Q2 		$2K Hold
100
– – ﹤0.01% 410
2020
Q1 		$1K Hold
100
– – ﹤0.01% 398
2019
Q4 		$2K Buy
+100
New +$2.32K ﹤0.01% 404

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's SFIX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Stitch Fix (SFIX) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in SFIX in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 208 funds tracked by Wall St. Rank hold SFIX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Stitch Fix position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 100 Stitch Fix shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Stitch Fix in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Stitch Fix position peaked at $2K in Q2 2020.
  • 208 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.