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

Centricity 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
2025
Q2 		– Sell
-100
Closed -$16.3K – 455
2025
Q1 		$16.3K Hold
100
– – 0.01% 273
2024
Q4 		$21.5K Buy
+100
New +$19.1K 0.02% 245

Other funds holding WIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Centricity Wealth Management's WIX Position: Q2 2025 in Review

Centricity Wealth Management sold out of WIX.com (WIX) in Q2 2025, closing a stake of 100 shares — an estimated $16.3K sold.

Centricity Wealth Management first reported a position in WIX in Q4 2024 and held it in 2 quarters. The position peaked at $21.5K in Q4 2024. 406 funds tracked by Wall St. Rank hold WIX as of Q2 2025.

  • Centricity Wealth Management reported no remaining WIX.com position as of Q2 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 100 WIX.com shares in Q2 2025, an estimated $16.3K.
  • Centricity Wealth Management first reported a position in WIX.com in Q4 2024 and held it in 2 quarters.
  • Centricity Wealth Management's WIX.com position peaked at $21.5K in Q4 2024.
  • 406 funds tracked by Wall St. Rank held WIX.com as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.