Aptus Capital Advisors’s WIX.com WIX Stock Holding History

Aptus Capital Advisors’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
2023 Q1	–	Sell	-3,839	Closed	-$295K	–	912
2022 Q4	$295K	Buy	+3,839	New	+$310K	0.01%	416

Other funds holding WIX

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Aptus Capital Advisors's WIX Position: Q1 2023 in Review

Aptus Capital Advisors sold out of WIX.com (WIX) in Q1 2023, closing a stake of 3,839 shares — an estimated $295K sold.

Aptus Capital Advisors first reported a position in WIX in Q4 2022 and held it in 1 quarter. The position peaked at $295K in Q4 2022. 325 funds tracked by Wall St. Rank hold WIX as of Q1 2023.

Aptus Capital Advisors reported no remaining WIX.com position as of Q1 2023 after selling out during the quarter.
Aptus Capital Advisors sold 3,839 WIX.com shares in Q1 2023, an estimated $295K.
Aptus Capital Advisors first reported a position in WIX.com in Q4 2022 and held it in 1 quarter.
Aptus Capital Advisors's WIX.com position peaked at $295K in Q4 2022.
325 funds tracked by Wall St. Rank held WIX.com as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.