GI
SFIX

Gradient Investments’s Stitch Fix SFIX Stock Holding History

Gradient Investments’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
Q2 		– Sell
-300
Closed -$1.53K – 1868
2023
Q1 		$1.53K Buy
+300
New +$1.41K ﹤0.01% 1146

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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's SFIX Position: Q2 2023 in Review

Gradient Investments sold out of Stitch Fix (SFIX) in Q2 2023, closing a stake of 300 shares — an estimated $1.53K sold.

Gradient Investments first reported a position in SFIX in Q1 2023 and held it in 1 quarter. The position peaked at $1.53K in Q1 2023. 170 funds tracked by Wall St. Rank hold SFIX as of Q2 2023.

  • Gradient Investments reported no remaining Stitch Fix position as of Q2 2023 after selling out during the quarter.
  • Gradient Investments sold 300 Stitch Fix shares in Q2 2023, an estimated $1.53K.
  • Gradient Investments first reported a position in Stitch Fix in Q1 2023 and held it in 1 quarter.
  • Gradient Investments's Stitch Fix position peaked at $1.53K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.