Sigma Planning Corp’s Stitch Fix SFIX Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-16,711	Closed	-$668K	–	1458
2021 Q3	$668K	Sell	16,711 -1,880	-10%	-$87.9K	0.02%	694
2021 Q2	$1.12M	Sell	18,591 -12,423	-40%	-$636K	0.03%	516
2021 Q1	$1.54M	Buy	31,014 +7,372	+31%	+$519K	0.05%	374
2020 Q4	$1.39M	Sell	23,642 -64	-0.3%	-$2.74K	0.05%	362
2020 Q3	$643K	Buy	+23,706	New	+$609K	0.03%	526

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

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

MVP

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

Sigma Planning Corp's SFIX Position: Q4 2021 in Review

Sigma Planning Corp sold out of Stitch Fix (SFIX) in Q4 2021, closing a stake of 16,711 shares — an estimated $668K sold.

Sigma Planning Corp first reported a position in SFIX in Q3 2020 and held it in 5 quarters. The position peaked at $1.54M in Q1 2021. 242 funds tracked by Wall St. Rank hold SFIX as of Q4 2021.

Sigma Planning Corp reported no remaining Stitch Fix position as of Q4 2021 after selling out during the quarter.
Sigma Planning Corp sold 16,711 Stitch Fix shares in Q4 2021, an estimated $668K.
Sigma Planning Corp first reported a position in Stitch Fix in Q3 2020 and held it in 5 quarters.
Sigma Planning Corp's Stitch Fix position peaked at $1.54M in Q1 2021.
242 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.