GRP
SFIX

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
2021
Q1 		– Sell
-15,000
Closed -$31K – 1882
2020
Q4 		$31K Buy
+15,000
New +$642K ﹤0.01% 893

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
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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
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.