SeaCrest Wealth Management’s Stitch Fix SFIX Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-49,974	Closed	-$247K	–	1357
2022 Q2	$247K	Buy	49,974 +22,628	+83%	+$189K	0.03%	529
2022 Q1	$275K	Buy	27,346 +947	+4%	+$13.1K	0.03%	542
2021 Q4	$499K	Buy	+26,399	New	+$756K	0.05%	360
2019 Q2	–	Sell	-1,340	Closed	-$38K	–	1622
2019 Q1	$38K	Buy	1,340 +500	+60%	+$12.4K	0.01%	1042
2018 Q4	$14K	Buy	840 +142	+20%	+$3.51K	﹤0.01%	1385
2018 Q3	$31K	Buy	+698	New	+$25.4K	0.01%	1203

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

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

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SeaCrest Wealth Management's SFIX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Stitch Fix (SFIX) in Q3 2022, closing a stake of 49,974 shares — an estimated $247K sold.

SeaCrest Wealth Management first reported a position in SFIX in Q3 2018 and held it in 6 quarters. The position peaked at $499K in Q4 2021. 197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

SeaCrest Wealth Management reported no remaining Stitch Fix position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 49,974 Stitch Fix shares in Q3 2022, an estimated $247K.
SeaCrest Wealth Management first reported a position in Stitch Fix in Q3 2018 and held it in 6 quarters.
SeaCrest Wealth Management's Stitch Fix position peaked at $499K in Q4 2021.
197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.