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Focused Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Focused Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51
Closed -$2.45K – 828
2023
Q4 		$2.45K Hold
51
– – ﹤0.01% 748
2023
Q3 		$2.18K Hold
51
– – ﹤0.01% 756
2023
Q2 		$1.87K Hold
51
– – ﹤0.01% 810
2023
Q1 		$1.79K Hold
51
– – ﹤0.01% 806
2022
Q4 		$1.65K Hold
51
– – ﹤0.01% 801
2022
Q3 		$1K Hold
51
– – ﹤0.01% 892
2022
Q2 		$1K Hold
51
– – ﹤0.01% 868
2022
Q1 		$2K Hold
51
– – ﹤0.01% 811
2021
Q4 		$2K Sell
51
-3,200
-98% -$80.1K ﹤0.01% 828
2021
Q3 		$75K Buy
+3,251
New +$79.2K 0.01% 332

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's SFM Position: Q1 2024 in Review

Focused Wealth Management sold out of Sprouts Farmers Market (SFM) in Q1 2024, closing a stake of 51 shares — an estimated $2.45K sold.

Focused Wealth Management first reported a position in SFM in Q3 2021 and held it in 10 quarters. The position peaked at $75K in Q3 2021. 477 funds tracked by Wall St. Rank hold SFM as of Q1 2024.

  • Focused Wealth Management reported no remaining Sprouts Farmers Market position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 51 Sprouts Farmers Market shares in Q1 2024, an estimated $2.45K.
  • Focused Wealth Management first reported a position in Sprouts Farmers Market in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Sprouts Farmers Market position peaked at $75K in Q3 2021.
  • 477 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.