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Lee Capital Holdings’s WIX.com WIX Stock Holding History

Lee Capital Holdings’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
Q1 		– Sell
-2,285
Closed -$571K – 113
2020
Q4 		$571K Buy
+2,285
New +$602K 0.34% 66
2018
Q4 		– Sell
-13,957
Closed -$1.67M – 63
2018
Q3 		$1.67M Buy
+13,957
New +$1.49M 1.2% 31

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T. Rowe Price Associates
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lee Capital Holdings's WIX Position: Q1 2021 in Review

Lee Capital Holdings sold out of WIX.com (WIX) in Q1 2021, closing a stake of 2,285 shares — an estimated $571K sold.

Lee Capital Holdings first reported a position in WIX in Q3 2018 and held it in 2 quarters. The position peaked at $1.67M in Q3 2018. 406 funds tracked by Wall St. Rank hold WIX as of Q1 2021.

  • Lee Capital Holdings reported no remaining WIX.com position as of Q1 2021 after selling out during the quarter.
  • Lee Capital Holdings sold 2,285 WIX.com shares in Q1 2021, an estimated $571K.
  • Lee Capital Holdings first reported a position in WIX.com in Q3 2018 and held it in 2 quarters.
  • Lee Capital Holdings's WIX.com position peaked at $1.67M in Q3 2018.
  • 406 funds tracked by Wall St. Rank held WIX.com as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.