KI
WIX icon

Kula Investments’s WIX.com WIX Stock Holding History

Kula Investments’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
Q1 		$423K Sell
4,243
-2,977
-41% -$262K 0.1% 347
2022
Q4 		$555K Buy
+7,220
New +$583K 0.16% 183

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Kula Investments's WIX Position: Q1 2023 in Review

Kula Investments reduced its WIX.com (WIX) stake by 41% in Q1 2023, selling an estimated $262K and leaving 4,243 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #347.

Kula Investments first reported a position in WIX in Q4 2022 and has held it in 2 quarters since. The position peaked at $555K in Q4 2022. 325 funds tracked by Wall St. Rank hold WIX as of Q1 2023.

  • Kula Investments held 4,243 shares of WIX.com worth $423K as of Q1 2023.
  • Kula Investments sold 2,977 WIX.com shares in Q1 2023, an estimated $262K.
  • WIX.com made up 0.1% of Kula Investments's portfolio in Q1 2023, its #347 holding.
  • Kula Investments first reported a position in WIX.com in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's WIX.com position peaked at $555K in Q4 2022.
  • 325 funds tracked by Wall St. Rank held WIX.com as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.