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

Engrave 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
2020
Q3 		– Sell
-78
Closed -$19K – 422
2020
Q2 		$19K Buy
78
+42
+117% +$7.45K 0.02% 189
2020
Q1 		$3K Sell
36
-59
-62% -$7.7K ﹤0.01% 335
2019
Q4 		$11K Buy
+95
New +$11.6K 0.01% 295

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BlackRock
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Principal Financial Group
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JSP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Engrave Wealth Partners's WIX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of WIX.com (WIX) in Q3 2020, closing a stake of 78 shares — an estimated $19K sold.

Engrave Wealth Partners first reported a position in WIX in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 361 funds tracked by Wall St. Rank hold WIX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining WIX.com position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 78 WIX.com shares in Q3 2020, an estimated $19K.
  • Engrave Wealth Partners first reported a position in WIX.com in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's WIX.com position peaked at $19K in Q2 2020.
  • 361 funds tracked by Wall St. Rank held WIX.com as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.