Kovack Advisors’s Stitch Fix SFIX Stock Holding History

Kovack 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 Q3	–	Sell	-3,431	Closed	-$207K	–	748
2021 Q2	$207K	Buy	+3,431	New	+$176K	0.02%	634
2021 Q1	–	Sell	-4,464	Closed	-$262K	–	699
2020 Q4	$262K	Buy	+4,464	New	+$191K	0.04%	448
2018 Q4	–	Sell	-10,061	Closed	-$440K	–	486
2018 Q3	$440K	Buy	+10,061	New	+$367K	0.11%	219

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

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kovack Advisors's SFIX Position: Q3 2021 in Review

Kovack Advisors sold out of Stitch Fix (SFIX) in Q3 2021, closing a stake of 3,431 shares — an estimated $207K sold.

Kovack Advisors first reported a position in SFIX in Q3 2018 and held it in 3 quarters. The position peaked at $440K in Q3 2018. 255 funds tracked by Wall St. Rank hold SFIX as of Q3 2021.

Kovack Advisors reported no remaining Stitch Fix position as of Q3 2021 after selling out during the quarter.
Kovack Advisors sold 3,431 Stitch Fix shares in Q3 2021, an estimated $207K.
Kovack Advisors first reported a position in Stitch Fix in Q3 2018 and held it in 3 quarters.
Kovack Advisors's Stitch Fix position peaked at $440K in Q3 2018.
255 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2021.

Based on Kovack Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.