Next Financial Group’s WIX.com WIX Stock Holding History

Next Financial Group’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	$213K	Buy	1,348 +87	+7%	+$15.1K	0.01%	871
2021 Q3	$247K	Buy	1,261 +131	+12%	+$32.4K	0.02%	744
2021 Q2	$328K	Sell	1,130 -148	-12%	-$41.5K	0.03%	632
2021 Q1	$357K	Buy	1,278 +512	+67%	+$146K	0.03%	551
2020 Q4	$191K	Buy	766 +415	+118%	+$109K	0.02%	733
2020 Q3	$89K	Buy	+351	New	+$96.8K	0.01%	911
2020 Q1	–	Sell	-1,673	Closed	-$205K	–	2436
2019 Q4	$205K	Sell	1,673 -65	-4%	-$7.96K	0.02%	692
2019 Q3	$203K	Sell	1,738 -96	-5%	-$13.3K	0.02%	671
2019 Q2	$261K	Buy	1,834 +1,734	+1,734%	+$234K	0.03%	568
2019 Q1	$12K	Sell	100 -5	-5%	-$543	﹤0.01%	1085
2018 Q4	$9K	Buy	105 +5	+5%	+$472	﹤0.01%	1393
2018 Q3	$12K	Buy	+100	New	+$10.7K	0.01%	950

Other funds holding WIX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return

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

Next Financial Group's WIX Position: Q4 2021 in Review

Next Financial Group increased its WIX.com (WIX) stake by 6.9% in Q4 2021, buying an estimated $15.1K and bringing the position to 1,348 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #871.

Next Financial Group first reported a position in WIX in Q3 2018 and has held it in 12 quarters since. The position peaked at $357K in Q1 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

Next Financial Group held 1,348 shares of WIX.com worth $213K as of Q4 2021.
Next Financial Group bought 87 WIX.com shares in Q4 2021, an estimated $15.1K.
WIX.com made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #871 holding.
Next Financial Group first reported a position in WIX.com in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's WIX.com position peaked at $357K in Q1 2021.
351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.