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IEQ Capital’s WIX.com WIX Stock Holding History

IEQ Capital’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
2025
Q2 		– Sell
-1,469
Closed -$240K – 2016
2025
Q1 		$240K Sell
1,469
-443
-23% -$92K ﹤0.01% 1286
2024
Q4 		$410K Sell
1,912
-4
-0.2% -$764 ﹤0.01% 915
2024
Q3 		$320K Buy
1,916
+29
+2% +$4.66K ﹤0.01% 904
2024
Q2 		$300K Buy
1,887
+112
+6% +$16.1K ﹤0.01% 799
2024
Q1 		$244K Buy
1,775
+32
+2% +$4.21K ﹤0.01% 824
2023
Q4 		$214K Buy
+1,743
New +$168K ﹤0.01% 822
2023
Q2 		– Sell
-2,039
Closed -$203K – 972
2023
Q1 		$203K Buy
+2,039
New +$179K ﹤0.01% 820
2022
Q2 		– Sell
-2,596
Closed -$271K – 864
2022
Q1 		$271K Buy
+2,596
New +$283K 0.01% 666
2021
Q4 		– Sell
-1,176
Closed -$230K – 760
2021
Q3 		$230K Buy
1,176
+176
+18% +$43.6K 0.01% 635
2021
Q2 		$290K Buy
+1,000
New +$280K 0.01% 470

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Fidelity Investments
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LPC
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SM
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Ameriprise
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Wellington Management Group
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return