LWPC
SFIX

Legacy Wealth Partners (California)’s Stitch Fix SFIX Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$904K Buy
+14,997
New +$768K 0.5% 52

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Legacy Wealth Partners (California)'s SFIX Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Stitch Fix (SFIX) in Q2 2021: 14,997 shares worth $904K. The stake represents 0.5% of the portfolio and ranks #52 among its holdings.

283 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • Legacy Wealth Partners (California) held 14,997 shares of Stitch Fix worth $904K as of Q2 2021.
  • Stitch Fix was a new Legacy Wealth Partners (California) position in Q2 2021.
  • Stitch Fix made up 0.5% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #52 holding.
  • 283 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.