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Holistic Financial Partners’s Sprouts Farmers Market SFM Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,450
Closed -$34K – 304
2018
Q1 		$34K Buy
1,450
+425
+41% +$10.9K 0.03% 238
2017
Q4 		$25K Buy
+1,025
New +$21.7K 0.02% 260

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WRF
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Renaissance Technologies
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State Street
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JIM
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Fuller & Thaler Asset Management
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Jennison Associates
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ClearBridge Investments
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Holistic Financial Partners's SFM Position: Q2 2018 in Review

Holistic Financial Partners sold out of Sprouts Farmers Market (SFM) in Q2 2018, closing a stake of 1,450 shares — an estimated $34K sold.

Holistic Financial Partners first reported a position in SFM in Q4 2017 and held it in 2 quarters. The position peaked at $34K in Q1 2018. 279 funds tracked by Wall St. Rank hold SFM as of Q2 2018.

  • Holistic Financial Partners reported no remaining Sprouts Farmers Market position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,450 Sprouts Farmers Market shares in Q2 2018, an estimated $34K.
  • Holistic Financial Partners first reported a position in Sprouts Farmers Market in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Sprouts Farmers Market position peaked at $34K in Q1 2018.
  • 279 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.