PFGIA
SFIX

Patriot Financial Group Insurance Agency’s Stitch Fix SFIX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-50
Closed -$3K – 2062
2020
Q4 		$3K Sell
50
-100
-67% -$4.28K ﹤0.01% 1582
2020
Q3 		$4K Hold
150
– – ﹤0.01% 1314
2020
Q2 		$4K Sell
150
-750
-83% -$14.8K ﹤0.01% 1259
2020
Q1 		$11K Buy
900
+250
+38% +$5.42K 0.01% 837
2019
Q4 		$17K Buy
650
+500
+333% +$11.6K 0.01% 728
2019
Q3 		$3K Buy
+150
New +$3.48K ﹤0.01% 1040

Other funds holding SFIX

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
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SFIX Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of Stitch Fix (SFIX) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SFIX in Q3 2019 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 271 funds tracked by Wall St. Rank hold SFIX as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Stitch Fix position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 50 Stitch Fix shares in Q1 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Stitch Fix in Q3 2019 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Stitch Fix position peaked at $17K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.