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Arkadios Wealth Advisors’s WIX.com WIX Stock Holding History

Arkadios Wealth 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
2026
Q1 		$249K Buy
+2,761
New +$231K ﹤0.01% 1462
2025
Q3 		– Sell
-1,870
Closed -$296K – 1529
2025
Q2 		$296K Sell
1,870
-42
-2% -$6.76K 0.01% 1066
2025
Q1 		$312K Sell
1,912
-5,281
-73% -$1.1M 0.01% 892
2024
Q4 		$1.54M Buy
7,193
+1,332
+23% +$255K 0.08% 235
2024
Q3 		$980K Sell
5,861
-1,602
-21% -$258K 0.06% 331
2024
Q2 		$1.19M Sell
7,463
-1,156
-13% -$166K 0.08% 243
2024
Q1 		$1.18M Sell
8,619
-3,874
-31% -$510K 0.09% 210
2023
Q4 		$1.54M Sell
12,493
-1,432
-10% -$138K 0.13% 165
2023
Q3 		$1.28M Buy
13,925
+4,550
+49% +$407K 0.12% 177
2023
Q2 		$734K Buy
9,375
+586
+7% +$48.2K 0.09% 231
2023
Q1 		$877K Sell
8,789
-6,092
-41% -$535K 0.1% 207
2022
Q4 		$1.14M Buy
14,881
+37
+0.2% +$2.99K 0.15% 154
2022
Q3 		$1.16M Buy
14,844
+460
+3% +$31.7K 0.18% 143
2022
Q2 		$943K Buy
14,384
+4,245
+42% +$311K 0.14% 184
2022
Q1 		$1.06M Buy
+10,139
New +$1.11M 0.14% 177
2021
Q4 		– Sell
-71
Closed -$13K – 1782
2021
Q3 		$13K Buy
71
+17
+31% +$4.21K ﹤0.01% 1375
2021
Q2 		$15K Buy
+54
New +$15.1K ﹤0.01% 1411
2020
Q4 		– Sell
-54
Closed -$14.9K – 1491
2020
Q3 		$14.9K Buy
+54
New +$14.9K 0.01% 663

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return