PWM
SFIX

Perigon Wealth Management’s Stitch Fix SFIX Stock Holding History

Perigon Wealth Management’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
2023
Q3 		– Sell
-12,100
Closed -$46.6K – 813
2023
Q2 		$46.6K Sell
12,100
-62
-0.5% -$235 ﹤0.01% 766
2023
Q1 		$62.1K Buy
12,162
+62
+0.5% +$290 ﹤0.01% 690
2022
Q4 		$37.6K Hold
12,100
– – ﹤0.01% 681
2022
Q3 		$48K Buy
+12,100
New +$68.7K ﹤0.01% 566
2021
Q1 		– Sell
-805
Closed -$47K – 939
2020
Q4 		$47K Buy
+805
New +$34.4K 0.01% 760

Other funds holding SFIX

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Perigon Wealth Management's SFIX Position: Q3 2023 in Review

Perigon Wealth Management sold out of Stitch Fix (SFIX) in Q3 2023, closing a stake of 12,100 shares — an estimated $46.6K sold.

Perigon Wealth Management first reported a position in SFIX in Q4 2020 and held it in 5 quarters. The position peaked at $62.1K in Q1 2023. 152 funds tracked by Wall St. Rank hold SFIX as of Q3 2023.

  • Perigon Wealth Management reported no remaining Stitch Fix position as of Q3 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 12,100 Stitch Fix shares in Q3 2023, an estimated $46.6K.
  • Perigon Wealth Management first reported a position in Stitch Fix in Q4 2020 and held it in 5 quarters.
  • Perigon Wealth Management's Stitch Fix position peaked at $62.1K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2023.

Based on Perigon Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.