HWM
SFIX

HighMark Wealth Management’s Stitch Fix SFIX Stock Holding History

HighMark Wealth 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
2020
Q2 		– Sell
-100
Closed -$1K – 447
2020
Q1 		$1K Buy
+100
New +$2.17K ﹤0.01% 341

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighMark Wealth Management's SFIX Position: Q2 2020 in Review

HighMark Wealth Management sold out of Stitch Fix (SFIX) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

HighMark Wealth Management first reported a position in SFIX in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 208 funds tracked by Wall St. Rank hold SFIX as of Q2 2020.

  • HighMark Wealth Management reported no remaining Stitch Fix position as of Q2 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 100 Stitch Fix shares in Q2 2020, an estimated $1K.
  • HighMark Wealth Management first reported a position in Stitch Fix in Q1 2020 and held it in 1 quarter.
  • HighMark Wealth Management's Stitch Fix position peaked at $1K in Q1 2020.
  • 208 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2020.

Based on HighMark Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.