RWB
SFIX

RMR Wealth Builders’s Stitch Fix SFIX Stock Holding History

RMR Wealth Builders’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
-60
Closed -$3K – 607
2021
Q1 		$3K Buy
+60
New +$4.22K ﹤0.01% 716
2020
Q4 		– Sell
-34,060
Closed -$924K – 551
2020
Q3 		$924K Buy
+34,060
New +$875K 0.24% 69

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 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 $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 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 $210B AUM 57.28% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

RMR Wealth Builders's SFIX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Stitch Fix (SFIX) in Q2 2021, closing a stake of 60 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in SFIX in Q3 2020 and held it in 2 quarters. The position peaked at $924K in Q3 2020. 282 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • RMR Wealth Builders reported no remaining Stitch Fix position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 60 Stitch Fix shares in Q2 2021, an estimated $3K.
  • RMR Wealth Builders first reported a position in Stitch Fix in Q3 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Stitch Fix position peaked at $924K in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.