Wealthcare Advisory Partners’s Stitch Fix SFIX Stock Holding History

Wealthcare Advisory Partners’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	-290	Closed	-$14K	–	1637
2021 Q1	$14K	Buy	+290	New	+$20.4K	﹤0.01%	1349
2020 Q2	–	Sell	-450	Closed	-$6K	–	1168
2020 Q1	$6K	Sell	450 -135	-23%	-$2.93K	﹤0.01%	1071
2019 Q4	$15K	Hold	585	–	–	﹤0.01%	843
2019 Q3	$11K	Buy	585 +360	+160%	+$8.36K	﹤0.01%	902
2019 Q2	$7K	Hold	225	–	–	﹤0.01%	996
2019 Q1	$6K	Hold	225	–	–	﹤0.01%	932
2018 Q4	$4K	Hold	225	–	–	﹤0.01%	993
2018 Q3	$10K	Buy	+225	New	+$8.2K	﹤0.01%	850

Other funds holding SFIX

WCAU

Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Wealthcare Advisory Partners's SFIX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Stitch Fix (SFIX) in Q2 2021, closing a stake of 290 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in SFIX in Q3 2018 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 283 funds tracked by Wall St. Rank hold SFIX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Stitch Fix position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 290 Stitch Fix shares in Q2 2021, an estimated $14K.
Wealthcare Advisory Partners first reported a position in Stitch Fix in Q3 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Stitch Fix position peaked at $15K in Q4 2019.
283 funds tracked by Wall St. Rank held Stitch Fix as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.