GA
SFIX

GoalVest Advisory’s Stitch Fix SFIX Stock Holding History

GoalVest 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
2021
Q2 		$47K Buy
783
+160
+26% +$8.19K 0.03% 148
2021
Q1 		$31K Hold
623
– – 0.02% 138
2020
Q4 		$37K Buy
+623
New +$26.7K 0.03% 131

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

GoalVest Advisory's SFIX Position: Q2 2021 in Review

GoalVest Advisory increased its Stitch Fix (SFIX) stake by 26% in Q2 2021, buying an estimated $8.19K and bringing the position to 783 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #148.

GoalVest Advisory first reported a position in SFIX in Q4 2020 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • GoalVest Advisory held 783 shares of Stitch Fix worth $47K as of Q2 2021.
  • GoalVest Advisory bought 160 Stitch Fix shares in Q2 2021, an estimated $8.19K.
  • Stitch Fix made up 0.03% of GoalVest Advisory's portfolio in Q2 2021, its #148 holding.
  • GoalVest Advisory first reported a position in Stitch Fix in Q4 2020 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.