JWS
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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 $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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return