NFSG
SFIX

Newbridge Financial Services Group’s Stitch Fix SFIX Stock Holding History

Newbridge Financial Services Group’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
2022
Q3 		– Sell
-40
Closed – – 1467
2022
Q2 		$0 Sell
40
-1,300
-97% -$10.9K ﹤0.01% 1505
2022
Q1 		$13K Hold
1,340
– – 0.01% 866
2021
Q4 		$25K Sell
1,340
-300
-18% -$8.6K 0.01% 660
2021
Q3 		$66K Buy
1,640
+300
+22% +$14K 0.04% 344
2021
Q2 		$81K Hold
1,340
– – 0.05% 318
2021
Q1 		$66K Sell
1,340
-1,100
-45% -$77.5K 0.05% 333
2020
Q4 		$143K Sell
2,440
-300
-11% -$12.8K 0.12% 177
2020
Q3 		$74K Buy
+2,740
New +$70.4K 0.07% 238

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
BlackRock
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Newbridge Financial Services Group's SFIX Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of Stitch Fix (SFIX) in Q3 2022, closing a stake of 40 shares.

Newbridge Financial Services Group first reported a position in SFIX in Q3 2020 and held it in 8 quarters. The position peaked at $143K in Q4 2020. 197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

  • Newbridge Financial Services Group reported no remaining Stitch Fix position as of Q3 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 40 Stitch Fix shares in Q3 2022.
  • Newbridge Financial Services Group first reported a position in Stitch Fix in Q3 2020 and held it in 8 quarters.
  • Newbridge Financial Services Group's Stitch Fix position peaked at $143K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.