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Ritholtz Wealth Management’s WIX.com WIX Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-3,845
Closed -$301K – 748
2022
Q3 		$301K Buy
+3,845
New +$265K 0.02% 535

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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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Ritholtz Wealth Management's WIX Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of WIX.com (WIX) in Q4 2022, closing a stake of 3,845 shares — an estimated $301K sold.

Ritholtz Wealth Management first reported a position in WIX in Q3 2022 and held it in 1 quarter. The position peaked at $301K in Q3 2022. 313 funds tracked by Wall St. Rank hold WIX as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining WIX.com position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,845 WIX.com shares in Q4 2022, an estimated $301K.
  • Ritholtz Wealth Management first reported a position in WIX.com in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's WIX.com position peaked at $301K in Q3 2022.
  • 313 funds tracked by Wall St. Rank held WIX.com as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.