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Concourse Financial Group Securities’s WIX.com WIX Stock Holding History

Concourse Financial Group Securities’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
-38
Closed -$8.93K – 2086
2024
Q4 		$8.93K Sell
38
-15
-28% -$2.87K ﹤0.01% 1742
2024
Q3 		$8.86K Buy
53
+18
+51% +$2.9K ﹤0.01% 1722
2024
Q2 		$5.57K Sell
35
-30
-46% -$4.31K ﹤0.01% 1843
2024
Q1 		$8.94K Buy
65
+1
+2% +$132 ﹤0.01% 1742
2023
Q4 		$7.87K Sell
64
-348
-84% -$33.6K ﹤0.01% 1744
2023
Q3 		$37.8K Buy
+412
New +$36.8K ﹤0.01% 1181
2023
Q2 		– Sell
-25
Closed -$2.06K – 2460
2023
Q1 		$2.5K Hold
25
– – ﹤0.01% 2016
2022
Q4 		$1.92K Buy
+25
New +$2.02K ﹤0.01% 2042
2022
Q3 		– Sell
-25
Closed -$1.72K – 2284
2022
Q2 		$2K Sell
25
-353
-93% -$25.8K ﹤0.01% 2058
2022
Q1 		$39K Sell
378
-43
-10% -$4.69K ﹤0.01% 1234
2021
Q4 		$66K Sell
421
-129
-23% -$22.4K ﹤0.01% 1175
2021
Q3 		$108K Buy
550
+346
+170% +$85.7K 0.01% 953
2021
Q2 		$59K Buy
+204
New +$57.2K ﹤0.01% 1227
2019
Q4 		– Sell
-26
Closed -$3.18K – 2144
2019
Q3 		$3K Buy
26
+8
+44% +$1.11K ﹤0.01% 1479
2019
Q2 		$3K Hold
18
– – ﹤0.01% 1933
2019
Q1 		$2K Buy
+18
New +$1.96K ﹤0.01% 2076

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

Concourse Financial Group Securities's WIX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WIX.com (WIX) in Q1 2025, closing a stake of 38 shares — an estimated $8.93K sold.

Concourse Financial Group Securities first reported a position in WIX in Q1 2019 and held it in 16 quarters. The position peaked at $108K in Q3 2021. 414 funds tracked by Wall St. Rank hold WIX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WIX.com position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 38 WIX.com shares in Q1 2025, an estimated $8.93K.
  • Concourse Financial Group Securities first reported a position in WIX.com in Q1 2019 and held it in 16 quarters.
  • Concourse Financial Group Securities's WIX.com position peaked at $108K in Q3 2021.
  • 414 funds tracked by Wall St. Rank held WIX.com as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.