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Concord Wealth Partners’s WIX.com WIX Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-3
Closed -$644 – 985
2024
Q4 		$644 Hold
3
– – ﹤0.01% 840
2024
Q3 		$502 Buy
+3
New +$482 ﹤0.01% 898
2023
Q4 		– Sell
-28
Closed -$2.57K – 1028
2023
Q3 		$2.57K Sell
28
-10
-26% -$893 ﹤0.01% 835
2023
Q2 		$2.97K Hold
38
– – ﹤0.01% 805
2023
Q1 		$3.79K Hold
38
– – ﹤0.01% 717
2022
Q4 		$2.92K Buy
+38
New +$3.07K ﹤0.01% 869
2022
Q3 		– Sell
-28
Closed -$2K – 1162
2022
Q2 		$2K Hold
28
– – ﹤0.01% 1080
2022
Q1 		$3K Hold
28
– – ﹤0.01% 1045
2021
Q4 		$4K Hold
28
– – ﹤0.01% 1018
2021
Q3 		$5K Sell
28
-24
-46% -$5.95K ﹤0.01% 602
2021
Q2 		$15K Buy
52
+28
+117% +$7.85K ﹤0.01% 562
2021
Q1 		$7K Buy
+24
New +$6.85K ﹤0.01% 637

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's WIX Position: Q1 2025 in Review

Concord Wealth Partners sold out of WIX.com (WIX) in Q1 2025, closing a stake of 3 shares — an estimated $644 sold.

Concord Wealth Partners first reported a position in WIX in Q1 2021 and held it in 12 quarters. The position peaked at $15K in Q2 2021. 413 funds tracked by Wall St. Rank hold WIX as of Q1 2025.

  • Concord Wealth Partners reported no remaining WIX.com position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 3 WIX.com shares in Q1 2025, an estimated $644.
  • Concord Wealth Partners first reported a position in WIX.com in Q1 2021 and held it in 12 quarters.
  • Concord Wealth Partners's WIX.com position peaked at $15K in Q2 2021.
  • 413 funds tracked by Wall St. Rank held WIX.com as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.