TW
SFIX

TrinityPoint Wealth’s Stitch Fix SFIX Stock Holding History

TrinityPoint Wealth’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
Q1 		– Sell
-10,846
Closed -$33.7K – 294
2022
Q4 		$33.7K Sell
10,846
-682
-6% -$2.55K 0.01% 275
2022
Q3 		$46K Sell
11,528
-2,623
-19% -$14.9K 0.01% 275
2022
Q2 		$70K Buy
+14,151
New +$118K 0.02% 272

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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TrinityPoint Wealth's SFIX Position: Q1 2023 in Review

TrinityPoint Wealth sold out of Stitch Fix (SFIX) in Q1 2023, closing a stake of 10,846 shares — an estimated $33.7K sold.

TrinityPoint Wealth first reported a position in SFIX in Q2 2022 and held it in 3 quarters. The position peaked at $70K in Q2 2022. 173 funds tracked by Wall St. Rank hold SFIX as of Q1 2023.

  • TrinityPoint Wealth reported no remaining Stitch Fix position as of Q1 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 10,846 Stitch Fix shares in Q1 2023, an estimated $33.7K.
  • TrinityPoint Wealth first reported a position in Stitch Fix in Q2 2022 and held it in 3 quarters.
  • TrinityPoint Wealth's Stitch Fix position peaked at $70K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2023.

Based on TrinityPoint Wealth's 13F filing for Q1 2023, filed 4 May 2023.