MWM
SFIX

MinichMacGregor Wealth Management’s Stitch Fix SFIX Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-50
Closed -$1K – 447
2018
Q3 		$1K Buy
+50
New +$1.82K ﹤0.01% 497
2018
Q2 		– Sell
-100
Closed -$2K – 584
2018
Q1 		$2K Hold
100
– – ﹤0.01% 433
2017
Q4 		$2K Buy
+100
New +$2.28K ﹤0.01% 423

Other funds holding SFIX

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

MinichMacGregor Wealth Management's SFIX Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Stitch Fix (SFIX) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in SFIX in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 166 funds tracked by Wall St. Rank hold SFIX as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Stitch Fix position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 50 Stitch Fix shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in Stitch Fix in Q4 2017 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Stitch Fix position peaked at $2K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.