PFO
SFIX

Pathstone Family Office’s Stitch Fix SFIX Stock Holding History

Pathstone Family Office’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
-11,283
Closed -$55.7K – 1510
2022
Q2 		$55.7K Sell
11,283
-3,104
-22% -$26K ﹤0.01% 1017
2022
Q1 		$145K Buy
14,387
+3,131
+28% +$43.3K ﹤0.01% 912
2021
Q4 		$213K Buy
11,256
+54
+0.5% +$1.55K 0.01% 820
2021
Q3 		$448K Buy
11,202
+5,397
+93% +$252K 0.01% 553
2021
Q2 		$350K Buy
+5,805
New +$297K 0.01% 591

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

Pathstone Family Office's SFIX Position: Q3 2022 in Review

Pathstone Family Office sold out of Stitch Fix (SFIX) in Q3 2022, closing a stake of 11,283 shares — an estimated $55.7K sold.

Pathstone Family Office first reported a position in SFIX in Q2 2021 and held it in 5 quarters. The position peaked at $448K in Q3 2021. 197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

  • Pathstone Family Office reported no remaining Stitch Fix position as of Q3 2022 after selling out during the quarter.
  • Pathstone Family Office sold 11,283 Stitch Fix shares in Q3 2022, an estimated $55.7K.
  • Pathstone Family Office first reported a position in Stitch Fix in Q2 2021 and held it in 5 quarters.
  • Pathstone Family Office's Stitch Fix position peaked at $448K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on Pathstone Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.