GI
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Gradient Investments’s WIX.com WIX Stock Holding History

Gradient Investments’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
Q1 		– Sell
-7
Closed -$861 – 1851
2023
Q4 		$861 Hold
7
– – ﹤0.01% 1474
2023
Q3 		$643 Hold
7
– – ﹤0.01% 1499
2023
Q2 		$548 Buy
+7
New +$576 ﹤0.01% 1518
2022
Q1 		– Sell
-8
Closed -$1K – 1357
2021
Q4 		$1K Hold
8
– – ﹤0.01% 1200
2021
Q3 		$2K Hold
8
– – ﹤0.01% 1041
2021
Q2 		$2K Hold
8
– – ﹤0.01% 1026
2021
Q1 		$2K Hold
8
– – ﹤0.01% 1036
2020
Q4 		$2K Hold
8
– – ﹤0.01% 994
2020
Q3 		$2K Hold
8
– – ﹤0.01% 999
2020
Q2 		$2K Hold
8
– – ﹤0.01% 926
2020
Q1 		$1K Hold
8
– – ﹤0.01% 1052
2019
Q4 		$1K Buy
+8
New +$979 ﹤0.01% 1064
2018
Q3 		– Sell
-25
Closed -$3K – 1072
2018
Q2 		$3K Buy
+25
New +$2.23K ﹤0.01% 788

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SV
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Lazard Asset Management
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Fidelity Investments
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
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DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return