Global Retirement Partners’s Stitch Fix SFIX Stock Holding History

Global Retirement Partners’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 Q3	–	Sell	-100	Closed	-$385	–	3327
2023 Q2	$385	Hold	100	–	–	﹤0.01%	3002
2023 Q1	$312	Hold	100	–	–	﹤0.01%	3026
2022 Q4	$311	Hold	100	–	–	﹤0.01%	2864
2022 Q3	$0	Hold	100	–	–	﹤0.01%	2942
2022 Q2	$0	Hold	100	–	–	﹤0.01%	2861
2022 Q1	$1K	Buy	+100	New	+$1.38K	﹤0.01%	2509
2021 Q4	–	Sell	-100	Closed	-$4K	–	1515
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	1707
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	1534
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	1487
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	1413
2020 Q3	$3K	Buy	+100	New	+$2.57K	﹤0.01%	1442
2020 Q2	–	Sell	-8	Closed	–	–	1712
2020 Q1	$0	Buy	+8	New	+$174	﹤0.01%	1678
2018 Q3	–	Sell	-100	Closed	-$3K	–	1575
2018 Q2	$3K	Buy	+100	New	+$2.27K	﹤0.01%	1328
2018 Q1	–	Sell	-100	Closed	-$3K	–	1528
2017 Q4	$3K	Buy	+100	New	+$2.28K	﹤0.01%	1246

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

DGI

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's SFIX Position: Q3 2023 in Review

Global Retirement Partners sold out of Stitch Fix (SFIX) in Q3 2023, closing a stake of 100 shares — an estimated $385 sold.

Global Retirement Partners first reported a position in SFIX in Q4 2017 and held it in 14 quarters. The position peaked at $6K in Q2 2021. 152 funds tracked by Wall St. Rank hold SFIX as of Q3 2023.

Global Retirement Partners reported no remaining Stitch Fix position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 100 Stitch Fix shares in Q3 2023, an estimated $385.
Global Retirement Partners first reported a position in Stitch Fix in Q4 2017 and held it in 14 quarters.
Global Retirement Partners's Stitch Fix position peaked at $6K in Q2 2021.
152 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.