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B. Riley Wealth Advisors’s WIX.com WIX Stock Holding History

B. Riley 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
2021
Q3 		– Sell
-891
Closed -$259K – 1478
2021
Q2 		$259K Hold
891
– – 0.01% 1110
2021
Q1 		$247K Buy
+891
New +$254K 0.01% 1096
2019
Q1 		– Sell
-2,590
Closed -$234K – 779
2018
Q4 		$234K Buy
+2,590
New +$245K 0.03% 528

Other funds holding WIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's WIX Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of WIX.com (WIX) in Q3 2021, closing a stake of 891 shares — an estimated $259K sold.

B. Riley Wealth Advisors first reported a position in WIX in Q4 2018 and held it in 3 quarters. The position peaked at $259K in Q2 2021. 363 funds tracked by Wall St. Rank hold WIX as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining WIX.com position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 891 WIX.com shares in Q3 2021, an estimated $259K.
  • B. Riley Wealth Advisors first reported a position in WIX.com in Q4 2018 and held it in 3 quarters.
  • B. Riley Wealth Advisors's WIX.com position peaked at $259K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held WIX.com as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.