Halpern Financial’s Sprouts Farmers Market SFM Stock Holding History

Halpern Financial’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 Q3	–	Sell	-164	Closed	-$6.02K	–	252
2023 Q2	$6.02K	Buy	+164	New	+$5.72K	﹤0.01%	207

Other funds holding SFM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Halpern Financial's SFM Position: Q3 2023 in Review

Halpern Financial sold out of Sprouts Farmers Market (SFM) in Q3 2023, closing a stake of 164 shares — an estimated $6.02K sold.

Halpern Financial first reported a position in SFM in Q2 2023 and held it in 1 quarter. The position peaked at $6.02K in Q2 2023. 418 funds tracked by Wall St. Rank hold SFM as of Q3 2023.

Halpern Financial reported no remaining Sprouts Farmers Market position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 164 Sprouts Farmers Market shares in Q3 2023, an estimated $6.02K.
Halpern Financial first reported a position in Sprouts Farmers Market in Q2 2023 and held it in 1 quarter.
Halpern Financial's Sprouts Farmers Market position peaked at $6.02K in Q2 2023.
418 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.