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Jackson Grant Investment Advisers’s WIX.com WIX Stock Holding History

Jackson Grant Investment Advisers’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
2021
Q4 		– Sell
-126
Closed -$25K – 345
2021
Q3 		$25K Hold
126
– – 0.01% 267
2021
Q2 		$37K Hold
126
– – 0.02% 234
2021
Q1 		$35K Hold
126
– – 0.02% 233
2020
Q4 		$31K Buy
+126
New +$33.2K 0.02% 218

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Jackson Grant Investment Advisers's WIX Position: Q4 2021 in Review

Jackson Grant Investment Advisers sold out of WIX.com (WIX) in Q4 2021, closing a stake of 126 shares — an estimated $25K sold.

Jackson Grant Investment Advisers first reported a position in WIX in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Jackson Grant Investment Advisers reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 126 WIX.com shares in Q4 2021, an estimated $25K.
  • Jackson Grant Investment Advisers first reported a position in WIX.com in Q4 2020 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's WIX.com position peaked at $37K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2021, filed 24 Jan 2022.