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JP Morgan Private Wealth Advisors’s WIX.com WIX Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$1.11M Sell
12,083
-1,226
-9% -$110K ﹤0.01% 936
2023
Q2 		$1.04M Buy
13,309
+633
+5% +$52.1K 0.01% 750
2023
Q1 		$1.27M Buy
12,676
+3,225
+34% +$283K ﹤0.01% 1058
2022
Q4 		$726K Buy
9,451
+1,784
+23% +$144K ﹤0.01% 1299
2022
Q3 		$600K Buy
7,667
+1,357
+22% +$93.6K ﹤0.01% 1380
2022
Q2 		$414K Buy
6,310
+167
+3% +$12.2K ﹤0.01% 1522
2022
Q1 		$642K Sell
6,143
-1,292
-17% -$141K ﹤0.01% 1417
2021
Q4 		$1.17M Sell
7,435
-1,233
-14% -$214K ﹤0.01% 1163
2021
Q3 		$1.7M Sell
8,668
-626
-7% -$155K ﹤0.01% 961
2021
Q2 		$2.7M Sell
9,294
-220
-2% -$61.7K 0.01% 768
2021
Q1 		$2.66M Sell
9,514
-7,364
-44% -$2.1M 0.01% 671
2020
Q4 		$4.22M Sell
16,878
-40,874
-71% -$10.8M 0.01% 533
2020
Q3 		$14.7M Buy
57,752
+47,456
+461% +$13.1M 0.06% 262
2020
Q2 		$2.64M Sell
10,296
-263
-2% -$46.6K 0.01% 513
2020
Q1 		$1.06M Buy
10,559
+1,048
+11% +$137K 0.01% 696
2019
Q4 		$1.16M Buy
9,511
+1,118
+13% +$137K 0.01% 748
2019
Q3 		$980K Buy
8,393
+2,900
+53% +$403K 0.01% 760
2019
Q2 		$781K Sell
5,493
-2,638
-32% -$356K ﹤0.01% 828
2019
Q1 		$982K Sell
8,131
-59
-0.7% -$6.41K 0.01% 804
2018
Q4 		$740K Buy
8,190
+1,262
+18% +$119K ﹤0.01% 846
2018
Q3 		$829K Buy
6,928
+1,280
+23% +$137K ﹤0.01% 891
2018
Q2 		$567K Sell
5,648
-1,816
-24% -$162K ﹤0.01% 964
2018
Q1 		$594K Buy
+7,464
New +$524K ﹤0.01% 811

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WIX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its WIX.com (WIX) stake by 9.2% in Q3 2023, selling an estimated $110K and leaving 12,083 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #936.

JP Morgan Private Wealth Advisors first reported a position in WIX in Q1 2018 and has held it in 23 quarters since. The position peaked at $14.7M in Q3 2020. 325 funds tracked by Wall St. Rank hold WIX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 12,083 shares of WIX.com worth $1.11M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,226 WIX.com shares in Q3 2023, an estimated $110K.
  • WIX.com made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #936 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WIX.com in Q1 2018 and has held it in 23 quarters since.
  • JP Morgan Private Wealth Advisors's WIX.com position peaked at $14.7M in Q3 2020.
  • 325 funds tracked by Wall St. Rank held WIX.com as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.