AWM
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AE Wealth Management’s WIX.com WIX Stock Holding History

AE 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
2024
Q1 		– Sell
-4,411
Closed -$567K – 1998
2023
Q4 		$567K Sell
4,411
-1,672
-27% -$161K ﹤0.01% 1375
2023
Q3 		$558K Sell
6,083
-1,179
-16% -$105K ﹤0.01% 1319
2023
Q2 		$568K Buy
7,262
+458
+7% +$37.7K ﹤0.01% 1321
2023
Q1 		$679K Buy
+6,804
New +$598K ﹤0.01% 1209
2022
Q1 		– Sell
-2,254
Closed -$356K – 1822
2021
Q4 		$356K Sell
2,254
-422
-16% -$73.2K ﹤0.01% 1390
2021
Q3 		$524K Sell
2,676
-879
-25% -$218K ﹤0.01% 1156
2021
Q2 		$1.03M Sell
3,555
-1,828
-34% -$513K 0.01% 828
2021
Q1 		$1.5M Sell
5,383
-1,612
-23% -$460K 0.02% 652
2020
Q4 		$1.75M Sell
6,995
-1,019
-13% -$268K 0.02% 537
2020
Q3 		$2.04M Buy
8,014
+1,336
+20% +$368K 0.03% 409
2020
Q2 		$1.71M Buy
6,678
+3,463
+108% +$614K 0.03% 455
2020
Q1 		$324K Buy
+3,215
New +$420K 0.01% 855

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SV
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Acadian Asset Management
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return