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

Realta 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
2020
Q1 		– Sell
-42
Closed -$5K – 1402
2019
Q4 		$5K Sell
42
-240
-85% -$29.4K ﹤0.01% 1353
2019
Q3 		$32K Buy
+282
New +$39.2K 0.01% 789
2019
Q2 		– Sell
-1,270
Closed -$153K – 1819
2019
Q1 		$153K Buy
+1,270
New +$138K 0.07% 320

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Realta Investment Advisors's WIX Position: Q1 2020 in Review

Realta Investment Advisors sold out of WIX.com (WIX) in Q1 2020, closing a stake of 42 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in WIX in Q1 2019 and held it in 3 quarters. The position peaked at $153K in Q1 2019. 265 funds tracked by Wall St. Rank hold WIX as of Q1 2020.

  • Realta Investment Advisors reported no remaining WIX.com position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 42 WIX.com shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in WIX.com in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's WIX.com position peaked at $153K in Q1 2019.
  • 265 funds tracked by Wall St. Rank held WIX.com as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.