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Berman Capital Advisors’s WIX.com WIX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$11K Hold
62
– – ﹤0.01% 1166
2021
Q2 		$17K Buy
62
+19
+44% +$5.33K ﹤0.01% 974
2021
Q1 		$12K Buy
43
+2
+5% +$571 ﹤0.01% 980
2020
Q4 		$10K Hold
41
– – ﹤0.01% 934
2020
Q3 		$10K Hold
41
– – ﹤0.01% 807
2020
Q2 		$9K Buy
41
+24
+141% +$4.26K ﹤0.01% 819
2020
Q1 		$1K Buy
+17
New +$2.22K ﹤0.01% 1391

Other funds holding WIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's WIX Position: Q3 2021 in Review

Berman Capital Advisors held its WIX.com (WIX) position steady in Q3 2021 at 62 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Berman Capital Advisors first reported a position in WIX in Q1 2020 and has held it in 7 quarters since. The position peaked at $17K in Q2 2021. 364 funds tracked by Wall St. Rank hold WIX as of Q3 2021.

  • Berman Capital Advisors held 62 shares of WIX.com worth $11K as of Q3 2021.
  • Berman Capital Advisors left its WIX.com share count unchanged in Q3 2021.
  • WIX.com made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1166 holding.
  • Berman Capital Advisors first reported a position in WIX.com in Q1 2020 and has held it in 7 quarters since.
  • Berman Capital Advisors's WIX.com position peaked at $17K in Q2 2021.
  • 364 funds tracked by Wall St. Rank held WIX.com as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.