GoalVest Advisory’s WIX.com WIX Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-137	Closed	-$14K	–	547
2022 Q1	$14K	Buy	+137	New	+$15K	0.01%	221
2021 Q2	$40K	Hold	137	–	–	0.02%	155
2021 Q1	$38K	Hold	137	–	–	0.03%	132
2020 Q4	$34K	Buy	+137	New	+$36.1K	0.03%	134

Other funds holding WIX

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

JSP

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

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

DAM

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

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

GoalVest Advisory's WIX Position: Q2 2022 in Review

GoalVest Advisory sold out of WIX.com (WIX) in Q2 2022, closing a stake of 137 shares — an estimated $14K sold.

GoalVest Advisory first reported a position in WIX in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q2 2021. 289 funds tracked by Wall St. Rank hold WIX as of Q2 2022.

GoalVest Advisory reported no remaining WIX.com position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 137 WIX.com shares in Q2 2022, an estimated $14K.
GoalVest Advisory first reported a position in WIX.com in Q4 2020 and held it in 4 quarters.
GoalVest Advisory's WIX.com position peaked at $40K in Q2 2021.
289 funds tracked by Wall St. Rank held WIX.com as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.