Sierra Summit Advisors’s WIX.com WIX Stock Holding History

Sierra Summit 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
2024 Q1	–	Sell	-1,937	Closed	-$238K	–	225
2023 Q4	$238K	Buy	+1,937	New	+$187K	0.07%	168

Other funds holding WIX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Sierra Summit Advisors's WIX Position: Q1 2024 in Review

Sierra Summit Advisors sold out of WIX.com (WIX) in Q1 2024, closing a stake of 1,937 shares — an estimated $238K sold.

Sierra Summit Advisors first reported a position in WIX in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 367 funds tracked by Wall St. Rank hold WIX as of Q1 2024.

Sierra Summit Advisors reported no remaining WIX.com position as of Q1 2024 after selling out during the quarter.
Sierra Summit Advisors sold 1,937 WIX.com shares in Q1 2024, an estimated $238K.
Sierra Summit Advisors first reported a position in WIX.com in Q4 2023 and held it in 1 quarter.
Sierra Summit Advisors's WIX.com position peaked at $238K in Q4 2023.
367 funds tracked by Wall St. Rank held WIX.com as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.