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Belpointe Asset Management’s WIX.com WIX Stock Holding History

Belpointe Asset 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
-322
Closed -$32.1K – 3370
2023
Q1 		$32.1K Buy
322
+10
+3% +$879 ﹤0.01% 2008
2022
Q4 		$24K Buy
+312
New +$25.2K ﹤0.01% 2056
2021
Q4 		– Sell
-528
Closed -$104K – 1263
2021
Q3 		$104K Sell
528
-101
-16% -$25K 0.01% 1147
2021
Q2 		$183K Sell
629
-204
-24% -$57.2K 0.01% 864
2021
Q1 		$233K Buy
833
+12
+1% +$3.43K 0.02% 694
2020
Q4 		$205K Sell
821
-279
-25% -$73.5K 0.02% 685
2020
Q3 		$280K Buy
1,100
+500
+83% +$138K 0.03% 461
2020
Q2 		$154K Sell
600
-600
-50% -$106K 0.02% 603
2020
Q1 		$121K Hold
1,200
– – 0.02% 562
2019
Q4 		$147K Buy
+1,200
New +$147K 0.02% 643

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.44B AUM 28.25% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Belpointe Asset Management's WIX Position: Q2 2023 in Review

Belpointe Asset Management sold out of WIX.com (WIX) in Q2 2023, closing a stake of 322 shares — an estimated $32.1K sold.

Belpointe Asset Management first reported a position in WIX in Q4 2019 and held it in 10 quarters. The position peaked at $280K in Q3 2020. 339 funds tracked by Wall St. Rank hold WIX as of Q2 2023.

  • Belpointe Asset Management reported no remaining WIX.com position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 322 WIX.com shares in Q2 2023, an estimated $32.1K.
  • Belpointe Asset Management first reported a position in WIX.com in Q4 2019 and held it in 10 quarters.
  • Belpointe Asset Management's WIX.com position peaked at $280K in Q3 2020.
  • 339 funds tracked by Wall St. Rank held WIX.com as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.