LFA
SFIX

Legacy Financial Advisors’s Stitch Fix SFIX Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-15
Closed – – 756
2019
Q1 		$0 Hold
15
– – ﹤0.01% 1143
2018
Q4 		$0 Sell
15
-300
-95% -$7.42K ﹤0.01% 1041
2018
Q3 		$13K Buy
+315
New +$11.5K ﹤0.01% 459

Other funds holding SFIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Legacy Financial Advisors's SFIX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Stitch Fix (SFIX) in Q2 2019, closing a stake of 15 shares.

Legacy Financial Advisors first reported a position in SFIX in Q3 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 211 funds tracked by Wall St. Rank hold SFIX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Stitch Fix position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 15 Stitch Fix shares in Q2 2019.
  • Legacy Financial Advisors first reported a position in Stitch Fix in Q3 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Stitch Fix position peaked at $13K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.