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Global Wealth Strategies & Associates’s Sprouts Farmers Market SFM Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q1 		– Sell
-5
Closed -$162 – 383
2022
Q4 		$162 Buy
+5
New +$156 ﹤0.01% 318

Other funds holding SFM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Strategies & Associates's SFM Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of Sprouts Farmers Market (SFM) in Q1 2023, closing a stake of 5 shares — an estimated $162 sold.

Global Wealth Strategies & Associates first reported a position in SFM in Q4 2022 and held it in 1 quarter. The position peaked at $162 in Q4 2022. 393 funds tracked by Wall St. Rank hold SFM as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining Sprouts Farmers Market position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 5 Sprouts Farmers Market shares in Q1 2023, an estimated $162.
  • Global Wealth Strategies & Associates first reported a position in Sprouts Farmers Market in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Sprouts Farmers Market position peaked at $162 in Q4 2022.
  • 393 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.