Evermay Wealth Management’s Stitch Fix SFIX Stock Holding History

Evermay 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 Q3	–	Sell	-42	Closed	-$3K	–	519
2021 Q2	$3K	Buy	+42	New	+$2.15K	﹤0.01%	473

Other funds holding SFIX

WCAU

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

SCM

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

DGI

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

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

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

Evermay Wealth Management's SFIX Position: Q3 2021 in Review

Evermay Wealth Management sold out of Stitch Fix (SFIX) in Q3 2021, closing a stake of 42 shares — an estimated $3K sold.

Evermay Wealth Management first reported a position in SFIX in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 255 funds tracked by Wall St. Rank hold SFIX as of Q3 2021.

Evermay Wealth Management reported no remaining Stitch Fix position as of Q3 2021 after selling out during the quarter.
Evermay Wealth Management sold 42 Stitch Fix shares in Q3 2021, an estimated $3K.
Evermay Wealth Management first reported a position in Stitch Fix in Q2 2021 and held it in 1 quarter.
Evermay Wealth Management's Stitch Fix position peaked at $3K in Q2 2021.
255 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.