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Private Wealth Management Group’s WIX.com WIX Stock Holding History

Private Wealth Management 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
2025
Q3 		– Sell
-22
Closed -$3.49K – 1542
2025
Q2 		$3.49K Hold
22
– – ﹤0.01% 904
2025
Q1 		$3.6K Hold
22
– – ﹤0.01% 852
2024
Q4 		$4.72K Hold
22
– – ﹤0.01% 765
2024
Q3 		$3.68K Hold
22
– – ﹤0.01% 847
2024
Q2 		$3.5K Hold
22
– – ﹤0.01% 857
2024
Q1 		$3.02K Buy
+22
New +$2.9K ﹤0.01% 805

Other funds holding WIX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Private Wealth Management Group's WIX Position: Q3 2025 in Review

Private Wealth Management Group sold out of WIX.com (WIX) in Q3 2025, closing a stake of 22 shares — an estimated $3.49K sold.

Private Wealth Management Group first reported a position in WIX in Q1 2024 and held it in 6 quarters. The position peaked at $4.72K in Q4 2024. 426 funds tracked by Wall St. Rank hold WIX as of Q3 2025.

  • Private Wealth Management Group reported no remaining WIX.com position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 22 WIX.com shares in Q3 2025, an estimated $3.49K.
  • Private Wealth Management Group first reported a position in WIX.com in Q1 2024 and held it in 6 quarters.
  • Private Wealth Management Group's WIX.com position peaked at $4.72K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held WIX.com as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.