Castle Wealth Management’s WIX.com WIX Stock Holding History

Castle Wealth Management’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 Q4	–	Sell	-19	Closed	-$1K	–	639
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	647
2022 Q2	$1K	Buy	+19	New	+$1.39K	﹤0.01%	648

Other funds holding WIX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Castle Wealth Management's WIX Position: Q4 2022 in Review

Castle Wealth Management sold out of WIX.com (WIX) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in WIX in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 313 funds tracked by Wall St. Rank hold WIX as of Q4 2022.

Castle Wealth Management reported no remaining WIX.com position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 19 WIX.com shares in Q4 2022, an estimated $1K.
Castle Wealth Management first reported a position in WIX.com in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's WIX.com position peaked at $1K in Q3 2022.
313 funds tracked by Wall St. Rank held WIX.com as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.