Covestor’s WIX.com WIX Stock Holding History

Covestor’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
2023 Q3	–	Sell	-111	Closed	-$9K	–	2770
2023 Q2	$9K	Sell	111 -1	-0.9%	-$82	0.01%	1540
2023 Q1	$11K	Sell	112 -17	-13%	-$1.49K	0.01%	1286
2022 Q4	$10K	Buy	129 +107	+486%	+$8.64K	0.01%	1346
2022 Q3	$1K	Buy	22 +19	+633%	+$1.31K	﹤0.01%	1875
2022 Q2	$0	Sell	3 -2	-40%	-$146	﹤0.01%	2415
2022 Q1	$1K	Sell	5 -1	-17%	-$109	﹤0.01%	1991
2021 Q4	$1K	Buy	+6	New	+$1.04K	﹤0.01%	1989

Other funds holding WIX

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JSP

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

SEP

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

DAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Covestor's WIX Position: Q3 2023 in Review

Covestor sold out of WIX.com (WIX) in Q3 2023, closing a stake of 111 shares — an estimated $9K sold.

Covestor first reported a position in WIX in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q1 2023. 324 funds tracked by Wall St. Rank hold WIX as of Q3 2023.

Covestor reported no remaining WIX.com position as of Q3 2023 after selling out during the quarter.
Covestor sold 111 WIX.com shares in Q3 2023, an estimated $9K.
Covestor first reported a position in WIX.com in Q4 2021 and held it in 7 quarters.
Covestor's WIX.com position peaked at $11K in Q1 2023.
324 funds tracked by Wall St. Rank held WIX.com as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.