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Tradition Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Tradition Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-105
Closed -$3K – 1194
2021
Q4 		$3K Buy
+105
New +$2.63K ﹤0.01% 1145
2021
Q1 		– Sell
-67
Closed -$1K – 992
2020
Q4 		$1K Buy
+67
New +$1.37K ﹤0.01% 1004

Other funds holding SFM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tradition Wealth Management's SFM Position: Q1 2022 in Review

Tradition Wealth Management sold out of Sprouts Farmers Market (SFM) in Q1 2022, closing a stake of 105 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in SFM in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 377 funds tracked by Wall St. Rank hold SFM as of Q1 2022.

  • Tradition Wealth Management reported no remaining Sprouts Farmers Market position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 105 Sprouts Farmers Market shares in Q1 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Sprouts Farmers Market in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Sprouts Farmers Market position peaked at $3K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.