Reilly Financial Advisors’s Sprouts Farmers Market SFM Stock Holding History

Reilly Financial 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
2021 Q3	–	Sell	-1,000	Closed	-$25K	–	1034
2021 Q2	$25K	Buy	1,000 +900	+900%	+$24K	﹤0.01%	503
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	879
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	813
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	766
2020 Q2	$3K	Buy	+100	New	+$2.29K	﹤0.01%	776
2020 Q1	–	Sell	-1,235	Closed	-$24K	–	941
2019 Q4	$24K	Sell	1,235 -21,050	-94%	-$408K	﹤0.01%	464
2019 Q3	$431K	Sell	22,285 -38,110	-63%	-$700K	0.05%	143
2019 Q2	$1.14M	Buy	+60,395	New	+$1.26M	0.14%	107
2015 Q1	–	Sell	-300	Closed	-$10K	–	1368
2014 Q4	$10K	Hold	300	–	–	﹤0.01%	512
2014 Q3	$9K	Buy	+300	New	+$9.27K	﹤0.01%	545

Other funds holding SFM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Reilly Financial Advisors's SFM Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Sprouts Farmers Market (SFM) in Q3 2021, closing a stake of 1,000 shares — an estimated $25K sold.

Reilly Financial Advisors first reported a position in SFM in Q3 2014 and held it in 10 quarters. The position peaked at $1.14M in Q2 2019. 330 funds tracked by Wall St. Rank hold SFM as of Q3 2021.

Reilly Financial Advisors reported no remaining Sprouts Farmers Market position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 1,000 Sprouts Farmers Market shares in Q3 2021, an estimated $25K.
Reilly Financial Advisors first reported a position in Sprouts Farmers Market in Q3 2014 and held it in 10 quarters.
Reilly Financial Advisors's Sprouts Farmers Market position peaked at $1.14M in Q2 2019.
330 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.