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Juncture Wealth Strategies’s WIX.com WIX Stock Holding History

Juncture Wealth Strategies’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
2022
Q1 		– Sell
-2,009
Closed -$317K – 130
2021
Q4 		$317K Sell
2,009
-477
-19% -$82.7K 0.15% 101
2021
Q3 		$487K Sell
2,486
-312
-11% -$77.3K 0.26% 71
2021
Q2 		$726K Buy
2,798
+193
+7% +$54.1K 0.42% 54
2021
Q1 		$696K Buy
2,605
+95
+4% +$27.1K 0.44% 52
2020
Q4 		$627K Sell
2,510
-97
-4% -$25.5K 0.4% 57
2020
Q3 		$664K Sell
2,607
-33
-1% -$9.1K 0.46% 54
2020
Q2 		$676K Sell
2,640
-1,869
-41% -$331K 0.51% 48
2020
Q1 		$455K Buy
4,509
+44
+1% +$5.75K 0.42% 54
2019
Q4 		$546K Buy
4,465
+220
+5% +$26.9K 0.43% 58
2019
Q3 		$496K Buy
4,245
+80
+2% +$11.1K 0.44% 57
2019
Q2 		$592K Sell
4,165
-623
-13% -$84.1K 0.48% 55
2019
Q1 		$579K Buy
+4,788
New +$520K 0.45% 58

Other funds holding WIX

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Juncture Wealth Strategies's WIX Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of WIX.com (WIX) in Q1 2022, closing a stake of 2,009 shares — an estimated $317K sold.

Juncture Wealth Strategies first reported a position in WIX in Q1 2019 and held it in 12 quarters. The position peaked at $726K in Q2 2021. 313 funds tracked by Wall St. Rank hold WIX as of Q1 2022.

  • Juncture Wealth Strategies reported no remaining WIX.com position as of Q1 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,009 WIX.com shares in Q1 2022, an estimated $317K.
  • Juncture Wealth Strategies first reported a position in WIX.com in Q1 2019 and held it in 12 quarters.
  • Juncture Wealth Strategies's WIX.com position peaked at $726K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held WIX.com as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.