EW
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Evoke Wealth’s WIX.com WIX Stock Holding History

Evoke Wealth’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
2024
Q4 		– Sell
-2,384
Closed -$399K – 459
2024
Q3 		$399K Buy
2,384
+64
+3% +$10.3K 0.01% 291
2024
Q2 		$369K Sell
2,320
-64
-3% -$9.19K 0.44% 50
2024
Q1 		$328K Buy
+2,384
New +$314K 0.01% 312
2023
Q4 		– Sell
-2,360
Closed -$217K – 369
2023
Q3 		$217K Buy
+2,360
New +$211K 0.01% 343
2023
Q2 		– Sell
-2,394
Closed -$239K – 383
2023
Q1 		$239K Buy
+2,394
New +$210K 0.01% 303
2022
Q4 		– Sell
-2,357
Closed -$184K – 1144
2022
Q3 		$184K Hold
2,357
– – 0.01% 337
2022
Q2 		$155K Buy
2,357
+10
+0.4% +$732 0.01% 348
2022
Q1 		$245K Buy
2,347
+27
+1% +$2.95K 0.01% 315
2021
Q4 		$366K Hold
2,320
– – 0.01% 271
2021
Q3 		$454K Hold
2,320
– – 0.02% 241
2021
Q2 		$673K Hold
2,320
– – 0.03% 213
2021
Q1 		$648K Hold
2,320
– – 0.03% 189
2020
Q4 		$580K Hold
2,320
– – 0.04% 137
2020
Q3 		$591K Hold
2,320
– – 0.05% 119
2020
Q2 		$594K Hold
2,320
– – 0.06% 101
2020
Q1 		$234K Sell
2,320
-239
-9% -$31.2K 0.03% 163
2019
Q4 		$313K Hold
2,559
– – 0.04% 170
2019
Q3 		$299K Buy
+2,559
New +$356K 0.04% 201

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Evoke Wealth's WIX Position: Q4 2024 in Review

Evoke Wealth sold out of WIX.com (WIX) in Q4 2024, closing a stake of 2,384 shares — an estimated $399K sold.

Evoke Wealth first reported a position in WIX in Q3 2019 and held it in 18 quarters. The position peaked at $673K in Q2 2021. 429 funds tracked by Wall St. Rank hold WIX as of Q4 2024.

  • Evoke Wealth reported no remaining WIX.com position as of Q4 2024 after selling out during the quarter.
  • Evoke Wealth sold 2,384 WIX.com shares in Q4 2024, an estimated $399K.
  • Evoke Wealth first reported a position in WIX.com in Q3 2019 and held it in 18 quarters.
  • Evoke Wealth's WIX.com position peaked at $673K in Q2 2021.
  • 429 funds tracked by Wall St. Rank held WIX.com as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.