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Bartlett & Co Wealth Management’s WIX.com WIX Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-57
Closed -$3.74K – 1287
2022
Q2 		$3.74K Buy
+57
New +$4.17K ﹤0.01% 1081
2019
Q4 		– Sell
-7
Closed -$817 – 888
2019
Q3 		$817 Buy
+7
New +$973 ﹤0.01% 848

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bartlett & Co Wealth Management's WIX Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of WIX.com (WIX) in Q3 2022, closing a stake of 57 shares — an estimated $3.74K sold.

Bartlett & Co Wealth Management first reported a position in WIX in Q3 2019 and held it in 2 quarters. The position peaked at $3.74K in Q2 2022. 303 funds tracked by Wall St. Rank hold WIX as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining WIX.com position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 57 WIX.com shares in Q3 2022, an estimated $3.74K.
  • Bartlett & Co Wealth Management first reported a position in WIX.com in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's WIX.com position peaked at $3.74K in Q2 2022.
  • 303 funds tracked by Wall St. Rank held WIX.com as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.