OIA
SFIX

Optimum Investment Advisors’s Stitch Fix SFIX Stock Holding History

Optimum Investment Advisors’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
2019
Q4 		– Sell
-500
Closed -$10K – 1013
2019
Q3 		$10K Buy
+500
New +$11.6K ﹤0.01% 802

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimum Investment Advisors's SFIX Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Stitch Fix (SFIX) in Q4 2019, closing a stake of 500 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in SFIX in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 209 funds tracked by Wall St. Rank hold SFIX as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Stitch Fix position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Stitch Fix shares in Q4 2019, an estimated $10K.
  • Optimum Investment Advisors first reported a position in Stitch Fix in Q3 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Stitch Fix position peaked at $10K in Q3 2019.
  • 209 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.