Loveless Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Loveless Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$238K	Hold	9,400	–	–	0.16%	116
2022 Q1	$301K	Hold	9,400	–	–	0.17%	116
2021 Q4	$279K	Hold	9,400	–	–	0.15%	119
2021 Q3	$218K	Hold	9,400	–	–	0.13%	127
2021 Q2	$234K	Hold	9,400	–	–	0.14%	119
2021 Q1	$250K	Buy	+9,400	New	+$214K	0.17%	112
2020 Q4	–	Sell	-10,620	Closed	-$222K	–	118
2020 Q3	$222K	Buy	10,620 +650	+7%	+$15.6K	0.19%	105
2020 Q2	$255K	Buy	+9,970	New	+$228K	0.24%	95

Other funds holding SFM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loveless Wealth Management's SFM Position: Q2 2022 in Review

Loveless Wealth Management held its Sprouts Farmers Market (SFM) position steady in Q2 2022 at 9,400 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #116.

Loveless Wealth Management first reported a position in SFM in Q2 2020 and has held it in 8 quarters since. The position peaked at $301K in Q1 2022. 356 funds tracked by Wall St. Rank hold SFM as of Q2 2022.

Loveless Wealth Management held 9,400 shares of Sprouts Farmers Market worth $238K as of Q2 2022.
Loveless Wealth Management left its Sprouts Farmers Market share count unchanged in Q2 2022.
Sprouts Farmers Market made up 0.16% of Loveless Wealth Management's portfolio in Q2 2022, its #116 holding.
Loveless Wealth Management first reported a position in Sprouts Farmers Market in Q2 2020 and has held it in 8 quarters since.
Loveless Wealth Management's Sprouts Farmers Market position peaked at $301K in Q1 2022.
356 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.