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Capital Advisory Group Advisory Services’s WIX.com WIX Stock Holding History

Capital Advisory Group Advisory Services’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
Q2 		– Sell
-64
Closed -$7K – 488
2022
Q1 		$7K Buy
+64
New +$6.99K ﹤0.01% 406
2020
Q4 		– Sell
-942
Closed -$240K – 569
2020
Q3 		$240K Sell
942
-8
-0.8% -$2.21K 0.12% 116
2020
Q2 		$243K Buy
950
+874
+1,150% +$155K 0.14% 109
2020
Q1 		$8K Buy
+76
New +$9.92K 0.01% 262
2019
Q4 		– Sell
-62
Closed -$7K – 422
2019
Q3 		$7K Hold
62
– – ﹤0.01% 324
2019
Q2 		$9K Buy
+62
New +$8.37K 0.01% 299

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Capital Advisory Group Advisory Services's WIX Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of WIX.com (WIX) in Q2 2022, closing a stake of 64 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in WIX in Q2 2019 and held it in 6 quarters. The position peaked at $243K in Q2 2020. 290 funds tracked by Wall St. Rank hold WIX as of Q2 2022.

  • Capital Advisory Group Advisory Services reported no remaining WIX.com position as of Q2 2022 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 64 WIX.com shares in Q2 2022, an estimated $7K.
  • Capital Advisory Group Advisory Services first reported a position in WIX.com in Q2 2019 and held it in 6 quarters.
  • Capital Advisory Group Advisory Services's WIX.com position peaked at $243K in Q2 2020.
  • 290 funds tracked by Wall St. Rank held WIX.com as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.