SWP
SFIX

Stratos Wealth Partners’s Stitch Fix SFIX Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-7,176
Closed -$421K – 1166
2020
Q4 		$421K Buy
+7,176
New +$307K 0.01% 732
2018
Q4 		– Sell
-3,501
Closed -$153K – 2211
2018
Q3 		$153K Buy
+3,501
New +$128K 0.01% 946

Other funds holding SFIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stratos Wealth Partners's SFIX Position: Q1 2021 in Review

Stratos Wealth Partners sold out of Stitch Fix (SFIX) in Q1 2021, closing a stake of 7,176 shares — an estimated $421K sold.

Stratos Wealth Partners first reported a position in SFIX in Q3 2018 and held it in 2 quarters. The position peaked at $421K in Q4 2020. 271 funds tracked by Wall St. Rank hold SFIX as of Q1 2021.

  • Stratos Wealth Partners reported no remaining Stitch Fix position as of Q1 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,176 Stitch Fix shares in Q1 2021, an estimated $421K.
  • Stratos Wealth Partners first reported a position in Stitch Fix in Q3 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's Stitch Fix position peaked at $421K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2021.

Based on Stratos Wealth Partners's 13F filing for Q1 2021, filed 27 Apr 2021.