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Waldron Private Wealth’s Sprouts Farmers Market SFM Stock Holding History

Waldron Private Wealth’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-541
Closed -$59.7K – 447
2024
Q3 		$59.7K Buy
+541
New +$51.6K ﹤0.01% 433

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waldron Private Wealth's SFM Position: Q4 2024 in Review

Waldron Private Wealth sold out of Sprouts Farmers Market (SFM) in Q4 2024, closing a stake of 541 shares — an estimated $59.7K sold.

Waldron Private Wealth first reported a position in SFM in Q3 2024 and held it in 1 quarter. The position peaked at $59.7K in Q3 2024. 684 funds tracked by Wall St. Rank hold SFM as of Q4 2024.

  • Waldron Private Wealth reported no remaining Sprouts Farmers Market position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 541 Sprouts Farmers Market shares in Q4 2024, an estimated $59.7K.
  • Waldron Private Wealth first reported a position in Sprouts Farmers Market in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Sprouts Farmers Market position peaked at $59.7K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.