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Laurel Wealth Advisors (North Carolina)’s Stitch Fix SFIX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2019
Q3 		– Sell
-100
Closed -$3K – 538
2019
Q2 		$3K Sell
100
-30
-23% -$805 ﹤0.01% 471
2019
Q1 		$4K Buy
130
+30
+30% +$745 ﹤0.01% 427
2018
Q4 		$2K Buy
+100
New +$2.48K ﹤0.01% 464

Other funds holding SFIX

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JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SFIX Position: Q3 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Stitch Fix (SFIX) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SFIX in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 192 funds tracked by Wall St. Rank hold SFIX as of Q3 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Stitch Fix position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 Stitch Fix shares in Q3 2019, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Stitch Fix in Q4 2018 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Stitch Fix position peaked at $4K in Q1 2019.
  • 192 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2019, filed 13 Nov 2019.