TFS
SFIX

TrustCore Financial Services’s Stitch Fix SFIX Stock Holding History

TrustCore Financial Services’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
2020
Q1 		– Sell
-2,165
Closed -$56K – 952
2019
Q4 		$56K Hold
2,165
– – 0.01% 362
2019
Q3 		$42K Hold
2,165
– – 0.01% 397
2019
Q2 		$69K Buy
+2,165
New +$58.1K 0.02% 315

Other funds holding SFIX

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrustCore Financial Services's SFIX Position: Q1 2020 in Review

TrustCore Financial Services sold out of Stitch Fix (SFIX) in Q1 2020, closing a stake of 2,165 shares — an estimated $56K sold.

TrustCore Financial Services first reported a position in SFIX in Q2 2019 and held it in 3 quarters. The position peaked at $69K in Q2 2019. 178 funds tracked by Wall St. Rank hold SFIX as of Q1 2020.

  • TrustCore Financial Services reported no remaining Stitch Fix position as of Q1 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 2,165 Stitch Fix shares in Q1 2020, an estimated $56K.
  • TrustCore Financial Services first reported a position in Stitch Fix in Q2 2019 and held it in 3 quarters.
  • TrustCore Financial Services's Stitch Fix position peaked at $69K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2020.

Based on TrustCore Financial Services's 13F filing for Q1 2020, filed 7 May 2020.