PWAG
SFIX

Polaris Wealth Advisory Group’s Stitch Fix SFIX Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-124
Closed -$5K – 394
2018
Q3 		$5K Buy
+124
New +$4.52K ﹤0.01% 449
2018
Q2 		– Sell
-124
Closed -$3K – 395
2018
Q1 		$3K Buy
+124
New +$2.69K ﹤0.01% 426

Other funds holding SFIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Polaris Wealth Advisory Group's SFIX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Stitch Fix (SFIX) in Q4 2018, closing a stake of 124 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in SFIX in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 166 funds tracked by Wall St. Rank hold SFIX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Stitch Fix position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 124 Stitch Fix shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Stitch Fix in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Stitch Fix position peaked at $5K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.