IAA
SFIX

Independent Advisor Alliance’s Stitch Fix SFIX Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-19,641
Closed -$78K – 597
2022
Q3 		$78K Sell
19,641
-1,539
-7% -$8.74K ﹤0.01% 598
2022
Q2 		$105K Sell
21,180
-2,630
-11% -$22K 0.01% 584
2022
Q1 		$240K Buy
+23,810
New +$329K 0.01% 556

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's SFIX Position: Q4 2022 in Review

Independent Advisor Alliance sold out of Stitch Fix (SFIX) in Q4 2022, closing a stake of 19,641 shares — an estimated $78K sold.

Independent Advisor Alliance first reported a position in SFIX in Q1 2022 and held it in 3 quarters. The position peaked at $240K in Q1 2022. 176 funds tracked by Wall St. Rank hold SFIX as of Q4 2022.

  • Independent Advisor Alliance reported no remaining Stitch Fix position as of Q4 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 19,641 Stitch Fix shares in Q4 2022, an estimated $78K.
  • Independent Advisor Alliance first reported a position in Stitch Fix in Q1 2022 and held it in 3 quarters.
  • Independent Advisor Alliance's Stitch Fix position peaked at $240K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2022.

Based on Independent Advisor Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.