JP Morgan Private Wealth Advisors’s Stitch Fix SFIX Stock Holding History

JP Morgan Private Wealth 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	-56,553	Closed	-$2.26M	–	2037
2021 Q3	$2.26M	Buy	56,553 +1,581	+3%	+$73.9K	0.01%	846
2021 Q2	$3.31M	Buy	54,972 +45,994	+512%	+$2.36M	0.01%	700
2021 Q1	$445K	Buy	+8,978	New	+$632K	﹤0.01%	1361
2019 Q2	–	Sell	-14,626	Closed	-$413K	–	1454
2019 Q1	$413K	Buy	14,626 +318	+2%	+$7.9K	﹤0.01%	1093
2018 Q4	$245K	Buy	14,308 +157	+1%	+$3.88K	﹤0.01%	1257
2018 Q3	$619K	Buy	+14,151	New	+$516K	﹤0.01%	999

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

JP Morgan Private Wealth Advisors's SFIX Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Stitch Fix (SFIX) in Q4 2021, closing a stake of 56,553 shares — an estimated $2.26M sold.

JP Morgan Private Wealth Advisors first reported a position in SFIX in Q3 2018 and held it in 6 quarters. The position peaked at $3.31M in Q2 2021. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

JP Morgan Private Wealth Advisors reported no remaining Stitch Fix position as of Q4 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 56,553 Stitch Fix shares in Q4 2021, an estimated $2.26M.
JP Morgan Private Wealth Advisors first reported a position in Stitch Fix in Q3 2018 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Stitch Fix position peaked at $3.31M in Q2 2021.
242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.