HGWM
WIX icon

Harvest Group Wealth Management’s WIX.com WIX Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$998 Hold
10
– – ﹤0.01% 150
2022
Q4 		$768 Buy
10
+3
+43% +$242 ﹤0.01% 158
2022
Q3 		$1K Buy
7
+1
+17% +$69 ﹤0.01% 161
2022
Q2 		$0 Buy
+6
New +$439 ﹤0.01% 217
2021
Q3 		– Sell
-60
Closed -$17K – 73
2021
Q2 		$17K Buy
+60
New +$16.8K 0.01% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Harvest Group Wealth Management's WIX Position: Q1 2023 in Review

Harvest Group Wealth Management held its WIX.com (WIX) position steady in Q1 2023 at 10 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Harvest Group Wealth Management first reported a position in WIX in Q2 2021 and has held it in 5 quarters since. The position peaked at $17K in Q2 2021. 326 funds tracked by Wall St. Rank hold WIX as of Q1 2023.

  • Harvest Group Wealth Management held 10 shares of WIX.com worth $998 as of Q1 2023.
  • Harvest Group Wealth Management left its WIX.com share count unchanged in Q1 2023.
  • WIX.com made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #150 holding.
  • Harvest Group Wealth Management first reported a position in WIX.com in Q2 2021 and has held it in 5 quarters since.
  • Harvest Group Wealth Management's WIX.com position peaked at $17K in Q2 2021.
  • 326 funds tracked by Wall St. Rank held WIX.com as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.