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Prevail Innovative Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q3 		– Sell
-32,400
Closed -$2.71M – 199
2024
Q2 		$2.71M Buy
32,400
+3,630
+13% +$264K 0.96% 45
2024
Q1 		$1.86M Buy
+28,770
New +$1.6M 0.69% 64

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SFM Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Sprouts Farmers Market (SFM) in Q3 2024, closing a stake of 32,400 shares — an estimated $2.71M sold.

Prevail Innovative Wealth Advisors first reported a position in SFM in Q1 2024 and held it in 2 quarters. The position peaked at $2.71M in Q2 2024. 603 funds tracked by Wall St. Rank hold SFM as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Sprouts Farmers Market position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 32,400 Sprouts Farmers Market shares in Q3 2024, an estimated $2.71M.
  • Prevail Innovative Wealth Advisors first reported a position in Sprouts Farmers Market in Q1 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Sprouts Farmers Market position peaked at $2.71M in Q2 2024.
  • 603 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.