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WR Wealth Planners’s Sprouts Farmers Market SFM Stock Holding History

WR Wealth Planners’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 		$1.4K Hold
11
– – ﹤0.01% 896
2024
Q3 		$1.22K Hold
11
– – ﹤0.01% 955
2024
Q2 		$920 Hold
11
– – ﹤0.01% 965
2024
Q1 		$709 Buy
+11
New +$613 ﹤0.01% 1004

Other funds holding SFM

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
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

WR Wealth Planners's SFM Position: Q4 2024 in Review

WR Wealth Planners held its Sprouts Farmers Market (SFM) position steady in Q4 2024 at 11 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

WR Wealth Planners first reported a position in SFM in Q1 2024 and has held it in 4 quarters since. 685 funds tracked by Wall St. Rank hold SFM as of Q4 2024.

  • WR Wealth Planners held 11 shares of Sprouts Farmers Market worth $1.4K as of Q4 2024.
  • WR Wealth Planners left its Sprouts Farmers Market share count unchanged in Q4 2024.
  • Sprouts Farmers Market made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #896 holding.
  • WR Wealth Planners first reported a position in Sprouts Farmers Market in Q1 2024 and has held it in 4 quarters since.
  • 685 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.