OIA
WIX icon

Optimum Investment Advisors’s WIX.com WIX Stock Holding History

Optimum Investment Advisors’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
-150
Closed -$29K – 872
2021
Q3 		$29K Hold
150
– – 0.01% 547
2021
Q2 		$44K Buy
150
+50
+50% +$14K 0.01% 534
2021
Q1 		$28K Hold
100
– – 0.01% 614
2020
Q4 		$25K Hold
100
– – 0.01% 597
2020
Q3 		$25K Buy
+100
New +$27.6K 0.01% 571

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
MP
Marcho Partners London, United Kingdom $176M AUM 7.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Optimum Investment Advisors's WIX Position: Q4 2021 in Review

Optimum Investment Advisors sold out of WIX.com (WIX) in Q4 2021, closing a stake of 150 shares — an estimated $29K sold.

Optimum Investment Advisors first reported a position in WIX in Q3 2020 and held it in 5 quarters. The position peaked at $44K in Q2 2021. 352 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Optimum Investment Advisors reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 150 WIX.com shares in Q4 2021, an estimated $29K.
  • Optimum Investment Advisors first reported a position in WIX.com in Q3 2020 and held it in 5 quarters.
  • Optimum Investment Advisors's WIX.com position peaked at $44K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.