SFS
WIX icon

Sowell Financial Services’s WIX.com WIX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-431
Closed -$120K – 2741
2021
Q1 		$120K Buy
431
+128
+42% +$36.6K ﹤0.01% 1285
2020
Q4 		$76K Buy
303
+34
+13% +$8.95K ﹤0.01% 1258
2020
Q3 		$69K Buy
269
+192
+249% +$52.9K ﹤0.01% 1104
2020
Q2 		$20K Buy
77
+45
+141% +$7.98K ﹤0.01% 1470
2020
Q1 		$3K Sell
32
-18
-36% -$2.35K ﹤0.01% 2020
2019
Q4 		$6K Buy
50
+18
+56% +$2.2K ﹤0.01% 1872
2019
Q3 		$4K Buy
+32
New +$4.45K ﹤0.01% 1883

Other funds holding WIX

BlackRock
BlackRock New York $5.7T 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return