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

MinichMacGregor 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
2018
Q4 		– Sell
-388
Closed -$44K – 530
2018
Q3 		$44K Buy
388
+62
+19% +$6.63K 0.03% 130
2018
Q2 		$33K Buy
+326
New +$29.1K 0.02% 151
2017
Q2 		– Sell
-277
Closed -$18K – 528
2017
Q1 		$18K Hold
277
– – 0.02% 202
2016
Q4 		$12K Sell
277
-30
-10% -$1.35K 0.01% 245
2016
Q3 		$13K Buy
+307
New +$11.7K 0.01% 236

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MinichMacGregor Wealth Management's WIX Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of WIX.com (WIX) in Q4 2018, closing a stake of 388 shares — an estimated $44K sold.

MinichMacGregor Wealth Management first reported a position in WIX in Q3 2016 and held it in 5 quarters. The position peaked at $44K in Q3 2018. 231 funds tracked by Wall St. Rank hold WIX as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining WIX.com position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 388 WIX.com shares in Q4 2018, an estimated $44K.
  • MinichMacGregor Wealth Management first reported a position in WIX.com in Q3 2016 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's WIX.com position peaked at $44K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held WIX.com as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.