MBE Wealth Management’s Stitch Fix SFIX Stock Holding History

MBE Wealth Management’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
2020 Q2	–	Sell	-40	Closed	–	–	421
2020 Q1	$0	Buy	+40	New	+$868	﹤0.01%	576

Other funds holding SFIX

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

MBE Wealth Management's SFIX Position: Q2 2020 in Review

MBE Wealth Management sold out of Stitch Fix (SFIX) in Q2 2020, closing a stake of 40 shares.

MBE Wealth Management first reported a position in SFIX in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 208 funds tracked by Wall St. Rank hold SFIX as of Q2 2020.

MBE Wealth Management reported no remaining Stitch Fix position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 40 Stitch Fix shares in Q2 2020.
MBE Wealth Management first reported a position in Stitch Fix in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Stitch Fix position peaked at $0 in Q1 2020.
208 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.