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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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glassman Wealth Services's WIX Position: Q3 2022 in Review

Glassman Wealth Services sold out of WIX.com (WIX) in Q3 2022, closing a stake of 69 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in WIX in Q3 2017 and held it in 17 quarters. The position peaked at $57K in Q2 2021. 303 funds tracked by Wall St. Rank hold WIX as of Q3 2022.

  • Glassman Wealth Services reported no remaining WIX.com position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 69 WIX.com shares in Q3 2022, an estimated $5K.
  • Glassman Wealth Services first reported a position in WIX.com in Q3 2017 and held it in 17 quarters.
  • Glassman Wealth Services's WIX.com position peaked at $57K in Q2 2021.
  • 303 funds tracked by Wall St. Rank held WIX.com as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.