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Patriot Financial Group Insurance Agency’s WIX.com WIX Stock Holding History

Patriot Financial Group Insurance Agency’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
-5
Closed -$1K – 2264
2021
Q4 		$1K Hold
5
– – ﹤0.01% 2090
2021
Q3 		$1K Sell
5
-6
-55% -$1.49K ﹤0.01% 2103
2021
Q2 		$3K Buy
11
+1
+10% +$280 ﹤0.01% 1821
2021
Q1 		$3K Hold
10
– – ﹤0.01% 1724
2020
Q4 		$2K Buy
+10
New +$2.63K ﹤0.01% 1683

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

Patriot Financial Group Insurance Agency's WIX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of WIX.com (WIX) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WIX in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 313 funds tracked by Wall St. Rank hold WIX as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WIX.com position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 WIX.com shares in Q1 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in WIX.com in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's WIX.com position peaked at $3K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held WIX.com as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.