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Baker Tilly Wealth Management’s WIX.com WIX Stock Holding History

Baker Tilly 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
2023
Q2 		– Sell
-3,015
Closed -$301K – 577
2023
Q1 		$301K Sell
3,015
-955
-24% -$83.9K 0.03% 449
2022
Q4 		$305K Buy
3,970
+1,383
+53% +$112K 0.04% 432
2022
Q3 		$202K Sell
2,587
-848
-25% -$58.5K 0.03% 478
2022
Q2 		$225K Buy
3,435
+77
+2% +$5.64K 0.03% 456
2022
Q1 		$351K Buy
3,358
+804
+31% +$87.8K 0.04% 409
2021
Q4 		$403K Buy
2,554
+645
+34% +$112K 0.04% 394
2021
Q3 		$374K Buy
1,909
+536
+39% +$133K 0.05% 377
2021
Q2 		$399K Buy
1,373
+84
+7% +$23.6K 0.06% 333
2021
Q1 		$360K Buy
+1,289
New +$368K 0.07% 313

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Baker Tilly Wealth Management's WIX Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of WIX.com (WIX) in Q2 2023, closing a stake of 3,015 shares — an estimated $301K sold.

Baker Tilly Wealth Management first reported a position in WIX in Q1 2021 and held it in 9 quarters. The position peaked at $403K in Q4 2021. 338 funds tracked by Wall St. Rank hold WIX as of Q2 2023.

  • Baker Tilly Wealth Management reported no remaining WIX.com position as of Q2 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,015 WIX.com shares in Q2 2023, an estimated $301K.
  • Baker Tilly Wealth Management first reported a position in WIX.com in Q1 2021 and held it in 9 quarters.
  • Baker Tilly Wealth Management's WIX.com position peaked at $403K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held WIX.com as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.