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Bourgeon Capital Management’s WIX.com WIX Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-3
Closed -$370 – 382
2023
Q4 		$370 Buy
3
+1
+50% +$96 ﹤0.01% 371
2023
Q3 		$184 Buy
+2
New +$179 ﹤0.01% 373
2021
Q2 		– Sell
-250
Closed -$70K – 297
2021
Q1 		$70K Hold
250
– – 0.02% 148
2020
Q4 		$62K Hold
250
– – 0.02% 142
2020
Q3 		$64K Buy
+250
New +$68.9K 0.02% 132

Other funds holding WIX

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return

Bourgeon Capital Management's WIX Position: Q1 2024 in Review

Bourgeon Capital Management sold out of WIX.com (WIX) in Q1 2024, closing a stake of 3 shares — an estimated $370 sold.

Bourgeon Capital Management first reported a position in WIX in Q3 2020 and held it in 5 quarters. The position peaked at $70K in Q1 2021. 368 funds tracked by Wall St. Rank hold WIX as of Q1 2024.

  • Bourgeon Capital Management reported no remaining WIX.com position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 3 WIX.com shares in Q1 2024, an estimated $370.
  • Bourgeon Capital Management first reported a position in WIX.com in Q3 2020 and held it in 5 quarters.
  • Bourgeon Capital Management's WIX.com position peaked at $70K in Q1 2021.
  • 368 funds tracked by Wall St. Rank held WIX.com as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.