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Security National Trust’s WIX.com WIX Stock Holding History

Security National Trust’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
Q3 		$290K Hold
1,000
– – 0.07% 140
2021
Q2 		$290K Hold
1,000
– – 0.06% 145
2021
Q1 		$279K Hold
1,000
– – 0.07% 141
2020
Q4 		$250K Hold
1,000
– – 0.06% 145
2020
Q3 		$255K Hold
1,000
– – 0.07% 140
2020
Q2 		$256K Sell
1,000
-500
-33% -$88.7K 0.08% 137
2020
Q1 		$151K Buy
1,500
+350
+30% +$45.7K 0.06% 157
2019
Q4 		$141K Hold
1,150
– – 0.04% 189
2019
Q3 		$134K Hold
1,150
– – 0.04% 179
2019
Q2 		$163K Buy
1,150
+650
+130% +$87.7K 0.05% 175
2019
Q1 		$60K Buy
+500
New +$54.3K 0.02% 241

Other funds holding WIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Security National Trust's WIX Position: Q3 2021 in Review

Security National Trust held its WIX.com (WIX) position steady in Q3 2021 at 1,000 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #140.

Security National Trust first reported a position in WIX in Q1 2019 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold WIX as of Q3 2021.

  • Security National Trust held 1,000 shares of WIX.com worth $290K as of Q3 2021.
  • Security National Trust left its WIX.com share count unchanged in Q3 2021.
  • WIX.com made up 0.07% of Security National Trust's portfolio in Q3 2021, its #140 holding.
  • Security National Trust first reported a position in WIX.com in Q1 2019 and has held it in 11 quarters since.
  • 364 funds tracked by Wall St. Rank held WIX.com as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.