Spire Wealth Management’s Stitch Fix SFIX Stock Holding History

Spire 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
2023 Q4	–	Sell	-1,150	Closed	-$3.97K	–	2456
2023 Q3	$3.97K	Hold	1,150	–	–	﹤0.01%	1994
2023 Q2	$4.43K	Hold	1,150	–	–	﹤0.01%	2032
2023 Q1	$5.88K	Hold	1,150	–	–	﹤0.01%	1996
2022 Q4	$4K	Buy	1,150 +150	+15%	+$561	﹤0.01%	1919
2022 Q3	$4K	Buy	+1,000	New	+$5.68K	﹤0.01%	1817
2022 Q2	–	Sell	-170	Closed	-$2K	–	2817
2022 Q1	$2K	Sell	170 -224	-57%	-$3.09K	﹤0.01%	2417
2021 Q4	$7K	Sell	394 -51	-11%	-$1.46K	﹤0.01%	2494
2021 Q3	$18K	Hold	445	–	–	﹤0.01%	1908
2021 Q2	$27K	Sell	445 -142	-24%	-$7.27K	﹤0.01%	1753
2021 Q1	$29K	Buy	+587	New	+$41.3K	﹤0.01%	1983

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

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

DGI

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

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

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's SFIX Position: Q4 2023 in Review

Spire Wealth Management sold out of Stitch Fix (SFIX) in Q4 2023, closing a stake of 1,150 shares — an estimated $3.97K sold.

Spire Wealth Management first reported a position in SFIX in Q1 2021 and held it in 10 quarters. The position peaked at $29K in Q1 2021. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2023.

Spire Wealth Management reported no remaining Stitch Fix position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 1,150 Stitch Fix shares in Q4 2023, an estimated $3.97K.
Spire Wealth Management first reported a position in Stitch Fix in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Stitch Fix position peaked at $29K in Q1 2021.
172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.