Patriot Financial Group Insurance Agency’s Sprouts Farmers Market SFM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SFM Stock Details SFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-149	Closed	-$4K	–	1825
2020 Q2	$4K	Hold	149	–	–	﹤0.01%	1260
2020 Q1	$3K	Buy	+149	New	+$2.5K	﹤0.01%	1244
2019 Q3	–	Sell	-50	Closed	-$1K	–	1447
2019 Q2	$1K	Sell	50 -100	-67%	-$2.08K	﹤0.01%	1325
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	964
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	772
2018 Q3	$4K	Buy	150 +100	+200%	+$2.46K	﹤0.01%	791
2018 Q2	$1K	Sell	50 -175	-78%	-$3.96K	﹤0.01%	560
2018 Q1	$5K	Hold	225	–	–	﹤0.01%	742
2017 Q4	$5K	Sell	225 -200	-47%	-$4.24K	﹤0.01%	732
2017 Q3	$8K	Hold	425	–	–	0.01%	610
2017 Q2	$10K	Hold	425	–	–	0.01%	534
2017 Q1	$10K	Hold	425	–	–	0.01%	486
2016 Q4	$8K	Buy	+425	New	+$8.93K	0.01%	504

Other funds holding SFM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SFM Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Sprouts Farmers Market (SFM) in Q3 2020, closing a stake of 149 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in SFM in Q4 2016 and held it in 13 quarters. The position peaked at $10K in Q2 2017. 336 funds tracked by Wall St. Rank hold SFM as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining Sprouts Farmers Market position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 149 Sprouts Farmers Market shares in Q3 2020, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Sprouts Farmers Market in Q4 2016 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Sprouts Farmers Market position peaked at $10K in Q2 2017.
336 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.