IWP
SFM icon

Icon Wealth Partners’s Sprouts Farmers Market SFM Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-127
Closed -$3K – 653
2019
Q1 		$3K Buy
+127
New +$2.98K ﹤0.01% 812

Other funds holding SFM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Icon Wealth Partners's SFM Position: Q2 2019 in Review

Icon Wealth Partners sold out of Sprouts Farmers Market (SFM) in Q2 2019, closing a stake of 127 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in SFM in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 293 funds tracked by Wall St. Rank hold SFM as of Q2 2019.

  • Icon Wealth Partners reported no remaining Sprouts Farmers Market position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 127 Sprouts Farmers Market shares in Q2 2019, an estimated $3K.
  • Icon Wealth Partners first reported a position in Sprouts Farmers Market in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Sprouts Farmers Market position peaked at $3K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.