PWPS
SFIX

Pinnacle Wealth Planning Services’s Stitch Fix SFIX Stock Holding History

Pinnacle Wealth Planning Services’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
2024
Q1 		– Sell
-11,788
Closed -$42.1K – 532
2023
Q4 		$42.1K Sell
11,788
-224
-2% -$790 0.01% 479
2023
Q3 		$41.4K Hold
12,012
– – 0.01% 447
2023
Q2 		$46.2K Sell
12,012
-10,158
-46% -$38.5K 0.01% 451
2023
Q1 		$113K Sell
22,170
-1,400
-6% -$6.56K 0.02% 429
2022
Q4 		$73.3K Buy
+23,570
New +$88.2K 0.01% 416

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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's SFIX Position: Q1 2024 in Review

Pinnacle Wealth Planning Services sold out of Stitch Fix (SFIX) in Q1 2024, closing a stake of 11,788 shares — an estimated $42.1K sold.

Pinnacle Wealth Planning Services first reported a position in SFIX in Q4 2022 and held it in 5 quarters. The position peaked at $113K in Q1 2023. 159 funds tracked by Wall St. Rank hold SFIX as of Q1 2024.

  • Pinnacle Wealth Planning Services reported no remaining Stitch Fix position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,788 Stitch Fix shares in Q1 2024, an estimated $42.1K.
  • Pinnacle Wealth Planning Services first reported a position in Stitch Fix in Q4 2022 and held it in 5 quarters.
  • Pinnacle Wealth Planning Services's Stitch Fix position peaked at $113K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2024, filed 10 May 2024.