Source Financial Advisors’s Stitch Fix SFIX Stock Holding History

Source Financial 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
2022 Q4	–	Sell	-131,961	Closed	-$521K	–	118
2022 Q3	$521K	Hold	131,961	–	–	0.21%	73
2022 Q2	$652K	Hold	131,961	–	–	0.26%	68
2022 Q1	$1.33M	Buy	131,961 +1,000	+0.8%	+$13.8K	0.39%	43
2021 Q4	$2.48M	Buy	130,961 +44,025	+51%	+$1.26M	0.67%	34
2021 Q3	$3.47M	Hold	86,936	–	–	0.9%	22
2021 Q2	$5.24M	Hold	86,936	–	–	1.35%	19
2021 Q1	$4.31M	Hold	86,936	–	–	1.15%	20
2020 Q4	$5.11M	Buy	+86,936	New	+$3.72M	1.38%	17

Other funds holding SFIX

WCAU

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

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

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

DGI

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

MVP

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Source Financial Advisors's SFIX Position: Q4 2022 in Review

Source Financial Advisors sold out of Stitch Fix (SFIX) in Q4 2022, closing a stake of 131,961 shares — an estimated $521K sold.

Source Financial Advisors first reported a position in SFIX in Q4 2020 and held it in 8 quarters. The position peaked at $5.24M in Q2 2021. 176 funds tracked by Wall St. Rank hold SFIX as of Q4 2022.

Source Financial Advisors reported no remaining Stitch Fix position as of Q4 2022 after selling out during the quarter.
Source Financial Advisors sold 131,961 Stitch Fix shares in Q4 2022, an estimated $521K.
Source Financial Advisors first reported a position in Stitch Fix in Q4 2020 and held it in 8 quarters.
Source Financial Advisors's Stitch Fix position peaked at $5.24M in Q2 2021.
176 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2022.

Based on Source Financial Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.