VWM
SFIX

Venturi Wealth Management’s Stitch Fix SFIX Stock Holding History

Venturi Wealth Management’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
Q4 		– Sell
-1,096
Closed -$3.09K – 2040
2024
Q3 		$3.09K Buy
+1,096
New +$4.27K ﹤0.01% 1594

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
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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Venturi Wealth Management's SFIX Position: Q4 2024 in Review

Venturi Wealth Management sold out of Stitch Fix (SFIX) in Q4 2024, closing a stake of 1,096 shares — an estimated $3.09K sold.

Venturi Wealth Management first reported a position in SFIX in Q3 2024 and held it in 1 quarter. The position peaked at $3.09K in Q3 2024. 172 funds tracked by Wall St. Rank hold SFIX as of Q4 2024.

  • Venturi Wealth Management reported no remaining Stitch Fix position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,096 Stitch Fix shares in Q4 2024, an estimated $3.09K.
  • Venturi Wealth Management first reported a position in Stitch Fix in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Stitch Fix position peaked at $3.09K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Stitch Fix as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.