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Phoenix Wealth Advisors’s WIX.com WIX Stock Holding History

Phoenix Wealth 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
-40
Closed -$8K – 356
2021
Q3 		$8K Hold
40
– – 0.01% 319
2021
Q2 		$12K Hold
40
– – 0.01% 289
2021
Q1 		$12K Buy
+40
New +$11.4K 0.01% 288

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
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
MP
Marcho Partners London, United Kingdom $124M AUM 15.03% 1-Year Est. Return
State Street
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

Phoenix Wealth Advisors's WIX Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of WIX.com (WIX) in Q4 2021, closing a stake of 40 shares — an estimated $8K sold.

Phoenix Wealth Advisors first reported a position in WIX in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 351 funds tracked by Wall St. Rank hold WIX as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining WIX.com position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 40 WIX.com shares in Q4 2021, an estimated $8K.
  • Phoenix Wealth Advisors first reported a position in WIX.com in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's WIX.com position peaked at $12K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held WIX.com as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.