Avantax Planning Partners’s WIX.com WIX Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-52	Closed	-$6K	–	1195
2018 Q3	$6K	Buy	+52	New	+$5.56K	﹤0.01%	1059

Other funds holding WIX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

SCM

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avantax Planning Partners's WIX Position: Q4 2018 in Review

Avantax Planning Partners sold out of WIX.com (WIX) in Q4 2018, closing a stake of 52 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in WIX in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 231 funds tracked by Wall St. Rank hold WIX as of Q4 2018.

Avantax Planning Partners reported no remaining WIX.com position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 52 WIX.com shares in Q4 2018, an estimated $6K.
Avantax Planning Partners first reported a position in WIX.com in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's WIX.com position peaked at $6K in Q3 2018.
231 funds tracked by Wall St. Rank held WIX.com as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.