Carroll Financial Associates’s WIX.com WIX Stock Holding History

Carroll Financial Associates’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	$13K	Buy	82 +2	+3%	+$347	﹤0.01%	1099
2021 Q3	$15K	Buy	80 +6	+8%	+$1.49K	﹤0.01%	1085
2021 Q2	$21K	Buy	74 +2	+3%	+$561	﹤0.01%	1084
2021 Q1	$20K	Buy	72 +2	+3%	+$571	﹤0.01%	1031
2020 Q4	$17K	Sell	70 -34	-33%	-$8.95K	﹤0.01%	974
2020 Q3	$26K	Buy	104 +23	+28%	+$6.34K	﹤0.01%	800
2020 Q2	$20K	Buy	81 +15	+23%	+$2.66K	﹤0.01%	862
2020 Q1	$6K	Hold	66	–	–	﹤0.01%	1097
2019 Q4	$8K	Hold	66	–	–	﹤0.01%	1150
2019 Q3	$7K	Hold	66	–	–	﹤0.01%	1128
2019 Q2	$9K	Hold	66	–	–	﹤0.01%	1054
2019 Q1	$7K	Buy	66 +9	+16%	+$978	﹤0.01%	1051
2018 Q4	$5K	Buy	57 +51	+850%	+$4.82K	﹤0.01%	1049
2018 Q3	$0	Buy	+6	New	+$642	﹤0.01%	1372

Other funds holding WIX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Carroll Financial Associates's WIX Position: Q4 2021 in Review

Carroll Financial Associates increased its WIX.com (WIX) stake by 2.5% in Q4 2021, buying an estimated $347 and bringing the position to 82 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Carroll Financial Associates first reported a position in WIX in Q3 2018 and has held it in 14 quarters since. The position peaked at $26K in Q3 2020. 352 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

Carroll Financial Associates held 82 shares of WIX.com worth $13K as of Q4 2021.
Carroll Financial Associates bought 2 WIX.com shares in Q4 2021, an estimated $347.
WIX.com made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1099 holding.
Carroll Financial Associates first reported a position in WIX.com in Q3 2018 and has held it in 14 quarters since.
Carroll Financial Associates's WIX.com position peaked at $26K in Q3 2020.
352 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.