HWAM
SFIX

Hennion & Walsh Asset Management’s Stitch Fix SFIX Stock Holding History

Hennion & Walsh Asset Management’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
2026
Q2 		$47.7K Buy
+11,608
New +$42.2K ﹤0.01% 955
2022
Q3 		– Sell
-37,056
Closed -$183K – 798
2022
Q2 		$183K Sell
37,056
-788
-2% -$6.59K 0.01% 729
2022
Q1 		$381K Sell
37,844
-20,465
-35% -$283K 0.02% 576
2021
Q4 		$1.1M Buy
58,309
+368
+0.6% +$10.5K 0.05% 333
2021
Q3 		$2.31M Sell
57,941
-15,929
-22% -$745K 0.12% 223
2021
Q2 		$4.45M Sell
73,870
-1,982
-3% -$101K 0.24% 104
2021
Q1 		$3.76M Buy
+75,852
New +$5.34M 0.23% 114

Other funds holding SFIX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return