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Baldwin Wealth Partners’s WIX.com WIX Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-756
Closed -$126K – 1035
2024
Q3 		$126K Buy
+756
New +$122K 0.01% 389
2021
Q4 		– Sell
-100
Closed -$20K – 660
2021
Q3 		$20K Hold
100
– – ﹤0.01% 456
2021
Q2 		$29K Hold
100
– – ﹤0.01% 430
2021
Q1 		$28K Buy
+100
New +$28.6K ﹤0.01% 419
2020
Q4 		– Sell
-300
Closed -$76K – 568
2020
Q3 		$76K Buy
+300
New +$82.7K 0.01% 252

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Baldwin Wealth Partners's WIX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WIX.com (WIX) in Q4 2024, closing a stake of 756 shares — an estimated $126K sold.

Baldwin Wealth Partners first reported a position in WIX in Q3 2020 and held it in 5 quarters. The position peaked at $126K in Q3 2024. 429 funds tracked by Wall St. Rank hold WIX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WIX.com position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 756 WIX.com shares in Q4 2024, an estimated $126K.
  • Baldwin Wealth Partners first reported a position in WIX.com in Q3 2020 and held it in 5 quarters.
  • Baldwin Wealth Partners's WIX.com position peaked at $126K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held WIX.com as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.