SFS
SFIX

Sowell Financial Services’s Stitch Fix SFIX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-84
Closed -$3K – 2331
2021
Q1 		$3K Sell
84
-123
-59% -$8.66K ﹤0.01% 2757
2020
Q4 		$12K Hold
207
– – ﹤0.01% 1948
2020
Q3 		$6K Sell
207
-40
-16% -$1.03K ﹤0.01% 1961
2020
Q2 		$6K Buy
247
+40
+19% +$789 ﹤0.01% 1857
2020
Q1 		$3K Sell
207
-150
-42% -$3.25K ﹤0.01% 2014
2019
Q4 		$9K Hold
357
– – ﹤0.01% 1728
2019
Q3 		$7K Buy
+357
New +$8.29K ﹤0.01% 1650

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Sowell Financial Services's SFIX Position: Q2 2021 in Review

Sowell Financial Services sold out of Stitch Fix (SFIX) in Q2 2021, closing a stake of 84 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in SFIX in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q4 2020. 282 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • Sowell Financial Services reported no remaining Stitch Fix position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 84 Stitch Fix shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Stitch Fix in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Stitch Fix position peaked at $12K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.