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Marks Group Wealth Management’s WIX.com WIX Stock Holding History

Marks Group 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
2022
Q1 		– Sell
-1,405
Closed -$222K – 332
2021
Q4 		$222K Buy
1,405
+29
+2% +$5.03K 0.03% 293
2021
Q3 		$270K Buy
1,376
+149
+12% +$36.9K 0.04% 252
2021
Q2 		$356K Buy
1,227
+19
+2% +$5.33K 0.05% 205
2021
Q1 		$337K Buy
1,208
+25
+2% +$7.14K 0.05% 200
2020
Q4 		$296K Sell
1,183
-61
-5% -$16.1K 0.05% 214
2020
Q3 		$317K Sell
1,244
-137
-10% -$37.8K 0.06% 199
2020
Q2 		$354K Buy
+1,381
New +$245K 0.07% 182

Other funds holding WIX

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $209B AUM 37.72% 1-Year Est. Return

Marks Group Wealth Management's WIX Position: Q1 2022 in Review

Marks Group Wealth Management sold out of WIX.com (WIX) in Q1 2022, closing a stake of 1,405 shares — an estimated $222K sold.

Marks Group Wealth Management first reported a position in WIX in Q2 2020 and held it in 7 quarters. The position peaked at $356K in Q2 2021. 313 funds tracked by Wall St. Rank hold WIX as of Q1 2022.

  • Marks Group Wealth Management reported no remaining WIX.com position as of Q1 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,405 WIX.com shares in Q1 2022, an estimated $222K.
  • Marks Group Wealth Management first reported a position in WIX.com in Q2 2020 and held it in 7 quarters.
  • Marks Group Wealth Management's WIX.com position peaked at $356K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held WIX.com as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.