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

Capital Asset 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
2021
Q4 		– Sell
-1,625
Closed -$318K – 720
2021
Q3 		$318K Buy
1,625
+168
+12% +$41.6K 0.04% 324
2021
Q2 		$423K Buy
+1,457
New +$409K 0.05% 293
2021
Q1 		– Sell
-3
Closed -$1K – 1505
2020
Q4 		$1K Buy
+3
New +$790 ﹤0.01% 1569

Other funds holding WIX

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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
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 $187B AUM 18.48% 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
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Capital Asset Advisory Services's WIX Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of WIX.com (WIX) in Q4 2021, closing a stake of 1,625 shares — an estimated $318K sold.

Capital Asset Advisory Services first reported a position in WIX in Q4 2020 and held it in 3 quarters. The position peaked at $423K in Q2 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Capital Asset Advisory Services reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,625 WIX.com shares in Q4 2021, an estimated $318K.
  • Capital Asset Advisory Services first reported a position in WIX.com in Q4 2020 and held it in 3 quarters.
  • Capital Asset Advisory Services's WIX.com position peaked at $423K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.