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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 $2.3T AUM 54.33% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Independent Advisor Alliance's WIX Position: Q1 2025 in Review

Independent Advisor Alliance sold out of WIX.com (WIX) in Q1 2025, closing a stake of 1,260 shares — an estimated $270K sold.

Independent Advisor Alliance first reported a position in WIX in Q3 2020 and held it in 9 quarters. The position peaked at $435K in Q2 2021. 414 funds tracked by Wall St. Rank hold WIX as of Q1 2025.

  • Independent Advisor Alliance reported no remaining WIX.com position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,260 WIX.com shares in Q1 2025, an estimated $270K.
  • Independent Advisor Alliance first reported a position in WIX.com in Q3 2020 and held it in 9 quarters.
  • Independent Advisor Alliance's WIX.com position peaked at $435K in Q2 2021.
  • 414 funds tracked by Wall St. Rank held WIX.com as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.