VFA
SFIX

Valeo Financial Advisors’s Stitch Fix SFIX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-966
Closed -$48K – 1589
2021
Q1 		$48K Sell
966
-268
-22% -$18.9K ﹤0.01% 888
2020
Q4 		$72K Sell
1,234
-1,050
-46% -$44.9K ﹤0.01% 660
2020
Q3 		$62K Buy
2,284
+100
+5% +$2.57K 0.01% 596
2020
Q2 		$54K Sell
2,184
-1,408
-39% -$27.8K ﹤0.01% 700
2020
Q1 		$54K Buy
3,592
+1,393
+63% +$30.2K 0.01% 582
2019
Q4 		$56K Sell
2,199
-550
-20% -$12.8K 0.01% 611
2019
Q3 		$53K Buy
2,749
+590
+27% +$13.7K 0.01% 588
2019
Q2 		$69K Buy
2,159
+502
+30% +$13.5K 0.01% 517
2019
Q1 		$47K Hold
1,657
– – 0.01% 573
2018
Q4 		$28K Sell
1,657
-200
-11% -$4.95K ﹤0.01% 623
2018
Q3 		$49K Buy
1,857
+1,650
+797% +$60.1K 0.01% 554
2018
Q2 		$7K Buy
207
+100
+93% +$2.27K ﹤0.01% 1051
2018
Q1 		$2K Hold
107
– – ﹤0.01% 1354
2017
Q4 		$3K Buy
+107
New +$2.44K ﹤0.01% 1130

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Valeo Financial Advisors's SFIX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Stitch Fix (SFIX) in Q2 2021, closing a stake of 966 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in SFIX in Q4 2017 and held it in 14 quarters. The position peaked at $72K in Q4 2020. 283 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Stitch Fix position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 966 Stitch Fix shares in Q2 2021, an estimated $48K.
  • Valeo Financial Advisors first reported a position in Stitch Fix in Q4 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Stitch Fix position peaked at $72K in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.