Glassman Wealth Services’s WIX.com WIX Stock Holding History

Glassman Wealth Services’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
2022 Q3	–	Sell	-69	Closed	-$5K	–	2018
2022 Q2	$5K	Buy	+69	New	+$5.05K	﹤0.01%	1035
2022 Q1	–	Sell	-18	Closed	-$3K	–	1983
2021 Q4	$3K	Buy	18 +1	+6%	+$173	﹤0.01%	1142
2021 Q3	$3K	Sell	17 -180	-91%	-$44.6K	﹤0.01%	1109
2021 Q2	$57K	Buy	+197	New	+$55.2K	0.01%	322
2020 Q4	–	Sell	-197	Closed	-$50K	–	1538
2020 Q3	$50K	Buy	197 +6	+3%	+$1.65K	0.01%	293
2020 Q2	$49K	Buy	191 +7	+4%	+$1.24K	0.02%	252
2020 Q1	$19K	Buy	184 +3	+2%	+$392	0.01%	356
2019 Q4	$22K	Hold	181	–	–	0.01%	364
2019 Q3	$21K	Hold	181	–	–	0.01%	355
2019 Q2	$26K	Hold	181	–	–	0.01%	332
2019 Q1	$22K	Hold	181	–	–	0.01%	343
2018 Q4	$16K	Hold	181	–	–	0.01%	328
2018 Q3	$22K	Hold	181	–	–	0.01%	318
2018 Q2	$18K	Hold	181	–	–	0.01%	314
2018 Q1	$14K	Hold	181	–	–	0.01%	329
2017 Q4	$10K	Hold	181	–	–	0.01%	332
2017 Q3	$13K	Buy	+181	New	+$12K	0.01%	275

Other funds holding WIX

Baillie Gifford & Co

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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return