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Financial Synergies Wealth Advisors’s WIX.com WIX Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-11
Closed -$1.51K – 478
2024
Q1 		$1.51K Buy
+11
New +$1.45K ﹤0.01% 358
2023
Q4 		– Sell
-11
Closed -$1.01K – 551
2023
Q3 		$1.01K Hold
11
– – ﹤0.01% 370
2023
Q2 		$861 Buy
+11
New +$905 ﹤0.01% 395

Other funds holding WIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Financial Synergies Wealth Advisors's WIX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of WIX.com (WIX) in Q2 2024, closing a stake of 11 shares — an estimated $1.51K sold.

Financial Synergies Wealth Advisors first reported a position in WIX in Q2 2023 and held it in 3 quarters. The position peaked at $1.51K in Q1 2024. 363 funds tracked by Wall St. Rank hold WIX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining WIX.com position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 11 WIX.com shares in Q2 2024, an estimated $1.51K.
  • Financial Synergies Wealth Advisors first reported a position in WIX.com in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's WIX.com position peaked at $1.51K in Q1 2024.
  • 363 funds tracked by Wall St. Rank held WIX.com as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.