USCWA
SFIX

U.S. Capital Wealth Advisors’s Stitch Fix SFIX Stock Holding History

U.S. Capital Wealth 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
Q1 		– Sell
-510
Closed -$1.59K – 1369
2022
Q4 		$1.59K Buy
+510
New +$1.91K ﹤0.01% 1505

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

U.S. Capital Wealth Advisors's SFIX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Stitch Fix (SFIX) in Q1 2023, closing a stake of 510 shares — an estimated $1.59K sold.

U.S. Capital Wealth Advisors first reported a position in SFIX in Q4 2022 and held it in 1 quarter. The position peaked at $1.59K in Q4 2022. 173 funds tracked by Wall St. Rank hold SFIX as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Stitch Fix position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 510 Stitch Fix shares in Q1 2023, an estimated $1.59K.
  • U.S. Capital Wealth Advisors first reported a position in Stitch Fix in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Stitch Fix position peaked at $1.59K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Stitch Fix as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.