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Carolinas Wealth Consulting’s WIX.com WIX Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-193
Closed -$56K – 1002
2021
Q2 		$56K Sell
193
-30
-13% -$8.41K 0.01% 351
2021
Q1 		$62K Buy
223
+27
+14% +$7.71K 0.02% 333
2020
Q4 		$49K Buy
196
+30
+18% +$7.9K 0.01% 345
2020
Q3 		$42K Buy
+166
New +$45.8K 0.01% 302

Other funds holding WIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carolinas Wealth Consulting's WIX Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of WIX.com (WIX) in Q3 2021, closing a stake of 193 shares — an estimated $56K sold.

Carolinas Wealth Consulting first reported a position in WIX in Q3 2020 and held it in 4 quarters. The position peaked at $62K in Q1 2021. 364 funds tracked by Wall St. Rank hold WIX as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining WIX.com position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 193 WIX.com shares in Q3 2021, an estimated $56K.
  • Carolinas Wealth Consulting first reported a position in WIX.com in Q3 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's WIX.com position peaked at $62K in Q1 2021.
  • 364 funds tracked by Wall St. Rank held WIX.com as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.