Next Financial Group’s Stitch Fix SFIX Stock Holding History

Next Financial 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
2021 Q4	$12K	Sell	648 -2,835	-81%	-$81.2K	﹤0.01%	2121
2021 Q3	$139K	Sell	3,483 -174	-5%	-$8.13K	0.01%	980
2021 Q2	$220K	Sell	3,657 -9	-0.2%	-$461	0.02%	792
2021 Q1	$182K	Sell	3,666 -256	-7%	-$18K	0.02%	807
2020 Q4	$230K	Buy	3,922 +1,206	+44%	+$51.6K	0.02%	665
2020 Q3	$73K	Buy	+2,716	New	+$69.7K	0.01%	982
2020 Q2	–	Sell	-200	Closed	-$3K	–	1669
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	1858
2019 Q4	$5K	Sell	200 -242	-55%	-$5.62K	﹤0.01%	1974
2019 Q3	$9K	Hold	442	–	–	﹤0.01%	1746
2019 Q2	$14K	Buy	+442	New	+$11.9K	﹤0.01%	1586
2019 Q1	–	Sell	-417	Closed	-$7K	–	2058
2018 Q4	$7K	Buy	417 +217	+109%	+$5.37K	﹤0.01%	1457
2018 Q3	$9K	Buy	+200	New	+$7.29K	﹤0.01%	1018

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

JSP

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

BlackRock New York $5.72T AUM 30.48% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

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

MVP

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

Next Financial Group's SFIX Position: Q4 2021 in Review

Next Financial Group reduced its Stitch Fix (SFIX) stake by 81% in Q4 2021, selling an estimated $81.2K and leaving 648 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Next Financial Group first reported a position in SFIX in Q3 2018 and has held it in 12 quarters since. The position peaked at $230K in Q4 2020. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

Next Financial Group held 648 shares of Stitch Fix worth $12K as of Q4 2021.
Next Financial Group sold 2,835 Stitch Fix shares in Q4 2021, an estimated $81.2K.
Stitch Fix made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2121 holding.
Next Financial Group first reported a position in Stitch Fix in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's Stitch Fix position peaked at $230K in Q4 2020.
242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.