TWA
SFIX

TCI Wealth Advisors’s Stitch Fix SFIX Stock Holding History

TCI 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
2022
Q4 		– Sell
-717
Closed -$3K – 2634
2022
Q3 		$3K Buy
717
+179
+33% +$1.02K ﹤0.01% 1833
2022
Q2 		$3K Buy
538
+459
+581% +$3.84K ﹤0.01% 1888
2022
Q1 		$1K Sell
79
-157
-67% -$2.17K ﹤0.01% 2145
2021
Q4 		$4K Buy
236
+31
+15% +$888 ﹤0.01% 1893
2021
Q3 		$8K Buy
205
+91
+80% +$4.25K ﹤0.01% 1288
2021
Q2 		$7K Buy
114
+32
+39% +$1.64K ﹤0.01% 1235
2021
Q1 		$4K Buy
+82
New +$5.77K ﹤0.01% 1418

Other funds holding SFIX

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
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's SFIX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Stitch Fix (SFIX) in Q4 2022, closing a stake of 717 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SFIX in Q1 2021 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 176 funds tracked by Wall St. Rank hold SFIX as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Stitch Fix position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 717 Stitch Fix shares in Q4 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Stitch Fix in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Stitch Fix position peaked at $8K in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.