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

Evermay 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
2021
Q3 		– Sell
-32
Closed -$9K – 538
2021
Q2 		$9K Buy
+32
New +$8.97K ﹤0.01% 414

Other funds holding WIX

BlackRock
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Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evermay Wealth Management's WIX Position: Q3 2021 in Review

Evermay Wealth Management sold out of WIX.com (WIX) in Q3 2021, closing a stake of 32 shares — an estimated $9K sold.

Evermay Wealth Management first reported a position in WIX in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 363 funds tracked by Wall St. Rank hold WIX as of Q3 2021.

  • Evermay Wealth Management reported no remaining WIX.com position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 32 WIX.com shares in Q3 2021, an estimated $9K.
  • Evermay Wealth Management first reported a position in WIX.com in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's WIX.com position peaked at $9K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held WIX.com as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.