EWM
SFIX

Executive Wealth Management’s Stitch Fix SFIX Stock Holding History

Executive 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
2019
Q3 		– Sell
-92
Closed -$3K – 667
2019
Q2 		$3K Hold
92
– – ﹤0.01% 778
2019
Q1 		$3K Hold
92
– – ﹤0.01% 707
2018
Q4 		$2K Buy
+92
New +$2.28K ﹤0.01% 777

Other funds holding SFIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Executive Wealth Management's SFIX Position: Q3 2019 in Review

Executive Wealth Management sold out of Stitch Fix (SFIX) in Q3 2019, closing a stake of 92 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in SFIX in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 192 funds tracked by Wall St. Rank hold SFIX as of Q3 2019.

  • Executive Wealth Management reported no remaining Stitch Fix position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 92 Stitch Fix shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Stitch Fix in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Stitch Fix position peaked at $3K in Q2 2019.
  • 192 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.