PMFA
SFIX

Plante Moran Financial Advisors’s Stitch Fix SFIX Stock Holding History

Plante Moran Financial Advisors’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
2020
Q4 		– Sell
-75
Closed -$2K – 976
2020
Q3 		$2K Sell
75
-121
-62% -$3.11K ﹤0.01% 789
2020
Q2 		$5K Buy
+196
New +$3.87K ﹤0.01% 604
2018
Q4 		– Sell
-1,005
Closed -$44K – 955
2018
Q3 		$44K Buy
+1,005
New +$36.6K 0.01% 331

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Plante Moran Financial Advisors's SFIX Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Stitch Fix (SFIX) in Q4 2020, closing a stake of 75 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in SFIX in Q3 2018 and held it in 3 quarters. The position peaked at $44K in Q3 2018. 260 funds tracked by Wall St. Rank hold SFIX as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Stitch Fix position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 75 Stitch Fix shares in Q4 2020, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Stitch Fix in Q3 2018 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Stitch Fix position peaked at $44K in Q3 2018.
  • 260 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.