WFA
SFIX

Wipfli Financial Advisors’s Stitch Fix SFIX Stock Holding History

Wipfli 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
2022
Q3 		$20K Buy
+5,000
New +$28.4K ﹤0.01% 1575

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wipfli Financial Advisors's SFIX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Stitch Fix (SFIX) in Q3 2022: 5,000 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings.

197 funds tracked by Wall St. Rank hold SFIX as of Q3 2022.

  • Wipfli Financial Advisors held 5,000 shares of Stitch Fix worth $20K as of Q3 2022.
  • Stitch Fix was a new Wipfli Financial Advisors position in Q3 2022.
  • Stitch Fix made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1575 holding.
  • 197 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.