Financial Perspectives’s Stitch Fix SFIX Stock Holding History

Financial Perspectives’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 Q4	–	Sell	-100	Closed	-$345	–	720
2023 Q3	$345	Hold	100	–	–	﹤0.01%	671
2023 Q2	$385	Hold	100	–	–	﹤0.01%	652
2023 Q1	$511	Hold	100	–	–	﹤0.01%	644
2022 Q4	$311	Hold	100	–	–	﹤0.01%	652
2022 Q3	$395	Hold	100	–	–	﹤0.01%	661
2022 Q2	$494	Hold	100	–	–	﹤0.01%	658
2022 Q1	$1.01K	Hold	100	–	–	﹤0.01%	638
2021 Q4	$1.89K	Hold	100	–	–	﹤0.01%	586
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	545
2021 Q2	$6.03K	Sell	100 -4,854	-98%	-$249K	﹤0.01%	514
2021 Q1	$100K	Buy	4,954 +4,854	+4,854%	+$342K	0.01%	504
2020 Q4	$5.87K	Hold	100	–	–	﹤0.01%	459
2020 Q3	$2.71K	Hold	100	–	–	﹤0.01%	473
2020 Q2	$2.49K	Hold	100	–	–	﹤0.01%	469
2020 Q1	$1.27K	Hold	100	–	–	﹤0.01%	480
2019 Q4	$2.57K	Buy	+100	New	+$2.32K	﹤0.01%	439

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

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

DGI

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

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

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

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

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

Financial Perspectives's SFIX Position: Q4 2023 in Review

Financial Perspectives sold out of Stitch Fix (SFIX) in Q4 2023, closing a stake of 100 shares — an estimated $345 sold.

Financial Perspectives first reported a position in SFIX in Q4 2019 and held it in 16 quarters. The position peaked at $100K in Q1 2021. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2023.

Financial Perspectives reported no remaining Stitch Fix position as of Q4 2023 after selling out during the quarter.
Financial Perspectives sold 100 Stitch Fix shares in Q4 2023, an estimated $345.
Financial Perspectives first reported a position in Stitch Fix in Q4 2019 and held it in 16 quarters.
Financial Perspectives's Stitch Fix position peaked at $100K in Q1 2021.
172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2023.

Based on Financial Perspectives's 13F filing for Q4 2023, filed 1 Feb 2024.