GWS
SFIX

Glassman Wealth Services’s Stitch Fix SFIX Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-540
Closed -$1.93K – 1527
2023
Q4 		$1.93K Buy
540
+148
+38% +$522 ﹤0.01% 1360
2023
Q3 		$1.35K Buy
392
+252
+180% +$1.01K ﹤0.01% 1457
2023
Q2 		$539 Sell
140
-34
-20% -$129 ﹤0.01% 1626
2023
Q1 		$889 Sell
174
-96
-36% -$450 ﹤0.01% 1472
2022
Q4 		$840 Buy
270
+126
+88% +$471 ﹤0.01% 1476
2022
Q3 		$1K Sell
144
-283
-66% -$1.61K ﹤0.01% 1517
2022
Q2 		$2K Buy
427
+329
+336% +$2.75K ﹤0.01% 1284
2022
Q1 		$1K Buy
98
+81
+476% +$1.12K ﹤0.01% 1508
2021
Q4 		$0 Buy
+17
New +$487 ﹤0.01% 1878
2021
Q3 		– Sell
-5
Closed – – 1785
2021
Q2 		$0 Sell
5
-23
-82% -$1.18K ﹤0.01% 1625
2021
Q1 		$1K Buy
+28
New +$1.97K ﹤0.01% 1316

Other funds holding SFIX

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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 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

Glassman Wealth Services's SFIX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Stitch Fix (SFIX) in Q1 2024, closing a stake of 540 shares — an estimated $1.93K sold.

Glassman Wealth Services first reported a position in SFIX in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2022. 159 funds tracked by Wall St. Rank hold SFIX as of Q1 2024.

  • Glassman Wealth Services reported no remaining Stitch Fix position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 540 Stitch Fix shares in Q1 2024, an estimated $1.93K.
  • Glassman Wealth Services first reported a position in Stitch Fix in Q1 2021 and held it in 11 quarters.
  • Glassman Wealth Services's Stitch Fix position peaked at $2K in Q2 2022.
  • 159 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.