SWA
SFIX

SOA Wealth Advisors’s Stitch Fix SFIX Stock Holding History

SOA Wealth Advisors’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
2024
Q4 		– Sell
-1,765
Closed -$4.98K – 901
2024
Q3 		$4.98K Hold
1,765
– – ﹤0.01% 606
2024
Q2 		$7.33K Hold
1,765
– – ﹤0.01% 570
2024
Q1 		$4.66K Hold
1,765
– – ﹤0.01% 618
2023
Q4 		$6.3K Hold
1,765
– – ﹤0.01% 578
2023
Q3 		$6.09K Hold
1,765
– – ﹤0.01% 583
2023
Q2 		$6.79K Hold
1,765
– – ﹤0.01% 578
2023
Q1 		$9.02K Hold
1,765
– – ﹤0.01% 538
2022
Q4 		$5.49K Hold
1,765
– – ﹤0.01% 614
2022
Q3 		$6K Buy
+1,765
New +$10K ﹤0.01% 587

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

SOA Wealth Advisors's SFIX Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Stitch Fix (SFIX) in Q4 2024, closing a stake of 1,765 shares — an estimated $4.98K sold.

SOA Wealth Advisors first reported a position in SFIX in Q3 2022 and held it in 9 quarters. The position peaked at $9.02K in Q1 2023. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Stitch Fix position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,765 Stitch Fix shares in Q4 2024, an estimated $4.98K.
  • SOA Wealth Advisors first reported a position in Stitch Fix in Q3 2022 and held it in 9 quarters.
  • SOA Wealth Advisors's Stitch Fix position peaked at $9.02K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.