RFA
SFIX

Reilly Financial Advisors’s Stitch Fix SFIX Stock Holding History

Reilly 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
2021
Q2 		– Sell
-50
Closed -$2K – 1068
2021
Q1 		$2K Buy
+50
New +$3.52K ﹤0.01% 942
2019
Q4 		– Sell
-200
Closed -$4K – 922
2019
Q3 		$4K Buy
+200
New +$4.64K ﹤0.01% 770

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Reilly Financial Advisors's SFIX Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Stitch Fix (SFIX) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in SFIX in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 283 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Stitch Fix position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 50 Stitch Fix shares in Q2 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Stitch Fix in Q3 2019 and held it in 2 quarters.
  • Reilly Financial Advisors's Stitch Fix position peaked at $4K in Q3 2019.
  • 283 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.