IAA
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Independent Advisor Alliance’s WIX.com WIX Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-1,260
Closed -$270K – 1371
2024
Q4 		$270K Sell
1,260
-63
-5% -$12K ﹤0.01% 1170
2024
Q3 		$221K Sell
1,323
-94
-7% -$15.1K 0.01% 640
2024
Q2 		$225K Buy
+1,417
New +$204K 0.01% 644
2022
Q1 		– Sell
-1,398
Closed -$221K – 742
2021
Q4 		$221K Sell
1,398
-47
-3% -$8.15K 0.01% 602
2021
Q3 		$283K Sell
1,445
-54
-4% -$13.4K 0.02% 503
2021
Q2 		$435K Buy
1,499
+159
+12% +$44.6K 0.02% 421
2021
Q1 		$374K Buy
1,340
+2
+0.1% +$571 0.02% 434
2020
Q4 		$334K Buy
1,338
+82
+7% +$21.6K 0.02% 419
2020
Q3 		$320K Buy
+1,256
New +$346K 0.02% 376

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return