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Capstone Financial Group’s WIX.com WIX Stock Holding History

Capstone Financial Group’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
2020
Q2 		– Sell
-8,126
Closed -$819K – 162
2020
Q1 		$819K Sell
8,126
-5,937
-42% -$775K 0.84% 38
2019
Q4 		$1.72M Buy
+14,063
New +$1.72M 1.66% 22

Other funds holding WIX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Capstone Financial Group's WIX Position: Q2 2020 in Review

Capstone Financial Group sold out of WIX.com (WIX) in Q2 2020, closing a stake of 8,126 shares — an estimated $819K sold.

Capstone Financial Group first reported a position in WIX in Q4 2019 and held it in 2 quarters. The position peaked at $1.72M in Q4 2019. 296 funds tracked by Wall St. Rank hold WIX as of Q2 2020.

  • Capstone Financial Group reported no remaining WIX.com position as of Q2 2020 after selling out during the quarter.
  • Capstone Financial Group sold 8,126 WIX.com shares in Q2 2020, an estimated $819K.
  • Capstone Financial Group first reported a position in WIX.com in Q4 2019 and held it in 2 quarters.
  • Capstone Financial Group's WIX.com position peaked at $1.72M in Q4 2019.
  • 296 funds tracked by Wall St. Rank held WIX.com as of Q2 2020.

Based on Capstone Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.