FHC
SFIX

First Heartland Consultants’s Stitch Fix SFIX Stock Holding History

First Heartland Consultants’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
Q1 		– Sell
-3,819
Closed -$224K – 406
2020
Q4 		$224K Buy
+3,819
New +$163K 0.04% 303

Other funds holding SFIX

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
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

First Heartland Consultants's SFIX Position: Q1 2021 in Review

First Heartland Consultants sold out of Stitch Fix (SFIX) in Q1 2021, closing a stake of 3,819 shares — an estimated $224K sold.

First Heartland Consultants first reported a position in SFIX in Q4 2020 and held it in 1 quarter. The position peaked at $224K in Q4 2020. 271 funds tracked by Wall St. Rank hold SFIX as of Q1 2021.

  • First Heartland Consultants reported no remaining Stitch Fix position as of Q1 2021 after selling out during the quarter.
  • First Heartland Consultants sold 3,819 Stitch Fix shares in Q1 2021, an estimated $224K.
  • First Heartland Consultants first reported a position in Stitch Fix in Q4 2020 and held it in 1 quarter.
  • First Heartland Consultants's Stitch Fix position peaked at $224K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2021.

Based on First Heartland Consultants's 13F filing for Q1 2021, filed 17 May 2021.