GWMIA
SFIX

Global Wealth Management Investment Advisory’s Stitch Fix SFIX Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q1 		– Sell
-500
Closed -$13K – 654
2019
Q4 		$13K Sell
500
-150
-23% -$3.48K 0.01% 319
2019
Q3 		$13K Buy
650
+50
+8% +$1.16K 0.01% 294
2019
Q2 		$19K Buy
600
+100
+20% +$2.68K 0.01% 284
2019
Q1 		$14K Buy
+500
New +$12.4K 0.01% 339

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's SFIX Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Stitch Fix (SFIX) in Q1 2020, closing a stake of 500 shares — an estimated $13K sold.

Global Wealth Management Investment Advisory first reported a position in SFIX in Q1 2019 and held it in 4 quarters. The position peaked at $19K in Q2 2019. 178 funds tracked by Wall St. Rank hold SFIX as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Stitch Fix position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 500 Stitch Fix shares in Q1 2020, an estimated $13K.
  • Global Wealth Management Investment Advisory first reported a position in Stitch Fix in Q1 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Stitch Fix position peaked at $19K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.