Bank Julius Baer & Co
WIX icon

Bank Julius Baer & Co’s WIX.com WIX Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-3,360
Closed -$394K – 571
2023
Q4 		$394K Sell
3,360
-2,400
-42% -$232K ﹤0.01% 349
2023
Q3 		$529K Buy
+5,760
New +$515K ﹤0.01% 311

Other funds holding WIX

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Bank Julius Baer & Co's WIX Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of WIX.com (WIX) in Q1 2024, closing a stake of 3,360 shares — an estimated $394K sold.

Bank Julius Baer & Co first reported a position in WIX in Q3 2023 and held it in 2 quarters. The position peaked at $529K in Q3 2023. 367 funds tracked by Wall St. Rank hold WIX as of Q1 2024.

  • Bank Julius Baer & Co reported no remaining WIX.com position as of Q1 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,360 WIX.com shares in Q1 2024, an estimated $394K.
  • Bank Julius Baer & Co first reported a position in WIX.com in Q3 2023 and held it in 2 quarters.
  • Bank Julius Baer & Co's WIX.com position peaked at $529K in Q3 2023.
  • 367 funds tracked by Wall St. Rank held WIX.com as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.