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Liberty Wealth Management’s WIX.com WIX Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-1
Closed – – 1103
2021
Q3 		$0 Sell
1
-19
-95% -$4.71K ﹤0.01% 1244
2021
Q2 		$6K Hold
20
– – ﹤0.01% 771
2021
Q1 		$5K Hold
20
– – ﹤0.01% 714
2020
Q4 		$5K Buy
+20
New +$5.27K ﹤0.01% 710

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 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

Liberty Wealth Management's WIX Position: Q4 2021 in Review

Liberty Wealth Management sold out of WIX.com (WIX) in Q4 2021, closing a stake of 1 share.

Liberty Wealth Management first reported a position in WIX in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Liberty Wealth Management reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1 WIX.com share in Q4 2021.
  • Liberty Wealth Management first reported a position in WIX.com in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's WIX.com position peaked at $6K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.