HWA
SFIX

HHM Wealth Advisors’s Stitch Fix SFIX Stock Holding History

HHM Wealth Advisors’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
2022
Q1 		– Sell
-1,282
Closed -$24K – 743
2021
Q4 		$24K Sell
1,282
-170
-12% -$4.87K 0.01% 405
2021
Q3 		$58K Hold
1,452
– – 0.02% 277
2021
Q2 		$88K Buy
1,452
+170
+13% +$8.71K 0.02% 221
2021
Q1 		$64K Hold
1,282
– – 0.02% 245
2020
Q4 		$75K Hold
1,282
– – 0.03% 208
2020
Q3 		$35K Sell
1,282
-1,750
-58% -$44.9K 0.01% 264
2020
Q2 		$76K Hold
3,032
– – 0.03% 181
2020
Q1 		$39K Buy
+3,032
New +$65.8K 0.02% 234

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HHM Wealth Advisors's SFIX Position: Q1 2022 in Review

HHM Wealth Advisors sold out of Stitch Fix (SFIX) in Q1 2022, closing a stake of 1,282 shares — an estimated $24K sold.

HHM Wealth Advisors first reported a position in SFIX in Q1 2020 and held it in 8 quarters. The position peaked at $88K in Q2 2021. 216 funds tracked by Wall St. Rank hold SFIX as of Q1 2022.

  • HHM Wealth Advisors reported no remaining Stitch Fix position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,282 Stitch Fix shares in Q1 2022, an estimated $24K.
  • HHM Wealth Advisors first reported a position in Stitch Fix in Q1 2020 and held it in 8 quarters.
  • HHM Wealth Advisors's Stitch Fix position peaked at $88K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.