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Lumature Wealth Partners’s WIX.com WIX Stock Holding History

Lumature Wealth Partners’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
-86
Closed -$14K – 429
2021
Q4 		$14K Hold
86
– – 0.01% 316
2021
Q3 		$17K Buy
+86
New +$21.3K 0.01% 307

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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

Lumature Wealth Partners's WIX Position: Q1 2022 in Review

Lumature Wealth Partners sold out of WIX.com (WIX) in Q1 2022, closing a stake of 86 shares — an estimated $14K sold.

Lumature Wealth Partners first reported a position in WIX in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 312 funds tracked by Wall St. Rank hold WIX as of Q1 2022.

  • Lumature Wealth Partners reported no remaining WIX.com position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 86 WIX.com shares in Q1 2022, an estimated $14K.
  • Lumature Wealth Partners first reported a position in WIX.com in Q3 2021 and held it in 2 quarters.
  • Lumature Wealth Partners's WIX.com position peaked at $17K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held WIX.com as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.