WP
SFIX

WealthPLAN Partners’s Stitch Fix SFIX Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-20
Closed -$77 – 1011
2023
Q2 		$77 Sell
20
-5,980
-100% -$22.6K ﹤0.01% 1233
2023
Q1 		$30.7K Buy
+6,000
New +$28.1K ﹤0.01% 643

Other funds holding SFIX

WCAU
Working Capital Advisors (UK) London, United Kingdom $57.9M AUM 1.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's SFIX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Stitch Fix (SFIX) in Q3 2023, closing a stake of 20 shares — an estimated $77 sold.

WealthPLAN Partners first reported a position in SFIX in Q1 2023 and held it in 2 quarters. The position peaked at $30.7K in Q1 2023. 151 funds tracked by Wall St. Rank hold SFIX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Stitch Fix position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 20 Stitch Fix shares in Q3 2023, an estimated $77.
  • WealthPLAN Partners first reported a position in Stitch Fix in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Stitch Fix position peaked at $30.7K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.