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Caldwell Sutter Capital’s WIX.com WIX Stock Holding History

Caldwell Sutter Capital’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
-11
Closed -$1.35K – 977
2023
Q4 		$1.35K Buy
+11
New +$1.06K ﹤0.01% 797

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SV
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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

Caldwell Sutter Capital's WIX Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of WIX.com (WIX) in Q1 2024, closing a stake of 11 shares — an estimated $1.35K sold.

Caldwell Sutter Capital first reported a position in WIX in Q4 2023 and held it in 1 quarter. The position peaked at $1.35K in Q4 2023. 367 funds tracked by Wall St. Rank hold WIX as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining WIX.com position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 11 WIX.com shares in Q1 2024, an estimated $1.35K.
  • Caldwell Sutter Capital first reported a position in WIX.com in Q4 2023 and held it in 1 quarter.
  • Caldwell Sutter Capital's WIX.com position peaked at $1.35K in Q4 2023.
  • 367 funds tracked by Wall St. Rank held WIX.com as of Q1 2024.

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