9258 Wealth Management’s WIX.com WIX Stock Holding History

9258 Wealth Management’s Portfolio WIX Stock Details WIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,091	Closed	-$214K	–	382
2021 Q3	$214K	Buy	1,091 +35	+3%	+$8.67K	0.06%	320
2021 Q2	$307K	Buy	1,056 +131	+14%	+$36.7K	0.08%	258
2021 Q1	$258K	Buy	+925	New	+$264K	0.08%	269

Other funds holding WIX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

9258 Wealth Management's WIX Position: Q4 2021 in Review

9258 Wealth Management sold out of WIX.com (WIX) in Q4 2021, closing a stake of 1,091 shares — an estimated $214K sold.

9258 Wealth Management first reported a position in WIX in Q1 2021 and held it in 3 quarters. The position peaked at $307K in Q2 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

9258 Wealth Management reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
9258 Wealth Management sold 1,091 WIX.com shares in Q4 2021, an estimated $214K.
9258 Wealth Management first reported a position in WIX.com in Q1 2021 and held it in 3 quarters.
9258 Wealth Management's WIX.com position peaked at $307K in Q2 2021.
351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.