SIC
SFIX

Salem Investment Counselors’s Stitch Fix SFIX Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-750
Closed -$44K – 903
2020
Q4 		$44K Buy
+750
New +$32.1K ﹤0.01% 463
2018
Q3 		– Sell
-100
Closed -$3K – 511
2018
Q2 		$3K Buy
+100
New +$2.27K ﹤0.01% 486
2018
Q1 		– Sell
-100
Closed -$3K – 556
2017
Q4 		$3K Buy
+100
New +$2.28K ﹤0.01% 511

Other funds holding SFIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Salem Investment Counselors's SFIX Position: Q1 2021 in Review

Salem Investment Counselors sold out of Stitch Fix (SFIX) in Q1 2021, closing a stake of 750 shares — an estimated $44K sold.

Salem Investment Counselors first reported a position in SFIX in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q4 2020. 271 funds tracked by Wall St. Rank hold SFIX as of Q1 2021.

  • Salem Investment Counselors reported no remaining Stitch Fix position as of Q1 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 750 Stitch Fix shares in Q1 2021, an estimated $44K.
  • Salem Investment Counselors first reported a position in Stitch Fix in Q4 2017 and held it in 3 quarters.
  • Salem Investment Counselors's Stitch Fix position peaked at $44K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2021.

Based on Salem Investment Counselors's 13F filing for Q1 2021, filed 17 May 2021.