OTA Financial Group’s Stitch Fix SFIX Stock Holding History

OTA 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
2022 Q1	–	Sell	-10,954	Closed	-$207K	–	110
2021 Q4	$207K	Buy	+10,954	New	+$314K	0.14%	77

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

BCM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OTA Financial Group's SFIX Position: Q1 2022 in Review

OTA Financial Group sold out of Stitch Fix (SFIX) in Q1 2022, closing a stake of 10,954 shares — an estimated $207K sold.

OTA Financial Group first reported a position in SFIX in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 216 funds tracked by Wall St. Rank hold SFIX as of Q1 2022.

OTA Financial Group reported no remaining Stitch Fix position as of Q1 2022 after selling out during the quarter.
OTA Financial Group sold 10,954 Stitch Fix shares in Q1 2022, an estimated $207K.
OTA Financial Group first reported a position in Stitch Fix in Q4 2021 and held it in 1 quarter.
OTA Financial Group's Stitch Fix position peaked at $207K in Q4 2021.
216 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2022.

Based on OTA Financial Group's 13F filing for Q1 2022, filed 19 Apr 2022.