HighTower Advisors’s Stitch Fix SFIX Stock Holding History

HighTower 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
2021 Q4	–	Sell	-6,639	Closed	-$265K	–	3456
2021 Q3	$265K	Buy	6,639 +701	+12%	+$32.8K	﹤0.01%	2507
2021 Q2	$358K	Sell	5,938 -548	-8%	-$28.1K	﹤0.01%	2251
2021 Q1	$317K	Buy	6,486 +983	+18%	+$69.2K	﹤0.01%	2261
2020 Q4	$322K	Buy	5,503 +1,325	+32%	+$56.7K	﹤0.01%	1886
2020 Q3	$112K	Buy	+4,178	New	+$107K	﹤0.01%	2216
2020 Q1	–	Sell	-4,716	Closed	-$123K	–	2467
2019 Q4	$123K	Buy	+4,716	New	+$110K	﹤0.01%	2063
2019 Q3	–	Sell	-7,652	Closed	-$247K	–	2525
2019 Q2	$247K	Buy	+7,652	New	+$205K	﹤0.01%	1919

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

HighTower Advisors's SFIX Position: Q4 2021 in Review

HighTower Advisors sold out of Stitch Fix (SFIX) in Q4 2021, closing a stake of 6,639 shares — an estimated $265K sold.

HighTower Advisors first reported a position in SFIX in Q2 2019 and held it in 7 quarters. The position peaked at $358K in Q2 2021. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

HighTower Advisors reported no remaining Stitch Fix position as of Q4 2021 after selling out during the quarter.
HighTower Advisors sold 6,639 Stitch Fix shares in Q4 2021, an estimated $265K.
HighTower Advisors first reported a position in Stitch Fix in Q2 2019 and held it in 7 quarters.
HighTower Advisors's Stitch Fix position peaked at $358K in Q2 2021.
242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.