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ACG Wealth’s WIX.com WIX Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-149
Closed -$10K – 1015
2022
Q2 		$10K Buy
+149
New +$10.9K ﹤0.01% 700

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACG Wealth's WIX Position: Q3 2022 in Review

ACG Wealth sold out of WIX.com (WIX) in Q3 2022, closing a stake of 149 shares — an estimated $10K sold.

ACG Wealth first reported a position in WIX in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 302 funds tracked by Wall St. Rank hold WIX as of Q3 2022.

  • ACG Wealth reported no remaining WIX.com position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 149 WIX.com shares in Q3 2022, an estimated $10K.
  • ACG Wealth first reported a position in WIX.com in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's WIX.com position peaked at $10K in Q2 2022.
  • 302 funds tracked by Wall St. Rank held WIX.com as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.