Tiedemann Advisors’s Stitch Fix SFIX Stock Holding History

Tiedemann 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
2023 Q3	$178K	Hold	51,506	–	–	0.01%	264
2023 Q2	$198K	Hold	51,506	–	–	0.01%	244
2023 Q1	$263K	Hold	51,506	–	–	0.01%	209
2022 Q4	$160K	Hold	51,506	–	–	0.01%	228
2022 Q3	$203K	Hold	51,506	–	–	0.01%	217
2022 Q2	$254K	Hold	51,506	–	–	0.02%	198
2022 Q1	$519K	Sell	51,506 -15,000	-23%	-$207K	0.03%	185
2021 Q4	$1.26M	Buy	66,506 +16,506	+33%	+$473K	0.06%	125
2021 Q3	$2M	Hold	50,000	–	–	0.11%	82
2021 Q2	$3.02M	Sell	50,000 -720	-1%	-$36.9K	0.12%	83
2021 Q1	$2.51M	Sell	50,720 -240	-0.5%	-$16.9K	0.11%	91
2020 Q4	$2.99M	Buy	+50,960	New	+$2.18M	0.14%	73

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

DGI

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tiedemann Advisors's SFIX Position: Q3 2023 in Review

Tiedemann Advisors held its Stitch Fix (SFIX) position steady in Q3 2023 at 51,506 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #264.

Tiedemann Advisors first reported a position in SFIX in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.02M in Q2 2021. 152 funds tracked by Wall St. Rank hold SFIX as of Q3 2023.

Tiedemann Advisors held 51,506 shares of Stitch Fix worth $178K as of Q3 2023.
Tiedemann Advisors left its Stitch Fix share count unchanged in Q3 2023.
Stitch Fix made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #264 holding.
Tiedemann Advisors first reported a position in Stitch Fix in Q4 2020 and has held it in 12 quarters since.
Tiedemann Advisors's Stitch Fix position peaked at $3.02M in Q2 2021.
152 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.