TWP
SFIX

Triad Wealth Partners’s Stitch Fix SFIX Stock Holding History

Triad 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
2024
Q3 		– Sell
-10
Closed -$42 – 748
2024
Q2 		$42 Buy
+10
New +$27 ﹤0.01% 976

Other funds holding SFIX

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Triad Wealth Partners's SFIX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Stitch Fix (SFIX) in Q3 2024, closing a stake of 10 shares — an estimated $42 sold.

Triad Wealth Partners first reported a position in SFIX in Q2 2024 and held it in 1 quarter. The position peaked at $42 in Q2 2024. 156 funds tracked by Wall St. Rank hold SFIX as of Q3 2024.

  • Triad Wealth Partners reported no remaining Stitch Fix position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 10 Stitch Fix shares in Q3 2024, an estimated $42.
  • Triad Wealth Partners first reported a position in Stitch Fix in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Stitch Fix position peaked at $42 in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.