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

Spire 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
2024
Q1 		– Sell
-20
Closed -$2.54K – 2418
2023
Q4 		$2.54K Sell
20
-12
-38% -$1.16K ﹤0.01% 2098
2023
Q3 		$2.92K Hold
32
– – ﹤0.01% 2055
2023
Q2 		$2.49K Hold
32
– – ﹤0.01% 2162
2023
Q1 		$3.18K Sell
32
-43
-57% -$3.78K ﹤0.01% 2152
2022
Q4 		$6K Buy
75
+31
+70% +$2.5K ﹤0.01% 1799
2022
Q3 		$3K Sell
44
-25
-36% -$1.72K ﹤0.01% 1902
2022
Q2 		$5K Sell
69
-108
-61% -$7.91K ﹤0.01% 2155
2022
Q1 		$19K Sell
177
-46
-21% -$5.02K ﹤0.01% 1843
2021
Q4 		$35K Buy
223
+28
+14% +$4.86K ﹤0.01% 1895
2021
Q3 		$38K Sell
195
-291
-60% -$72.1K ﹤0.01% 1588
2021
Q2 		$141K Sell
486
-29
-6% -$8.13K ﹤0.01% 1071
2021
Q1 		$144K Buy
+515
New +$147K ﹤0.01% 1217

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
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

Spire Wealth Management's WIX Position: Q1 2024 in Review

Spire Wealth Management sold out of WIX.com (WIX) in Q1 2024, closing a stake of 20 shares — an estimated $2.54K sold.

Spire Wealth Management first reported a position in WIX in Q1 2021 and held it in 12 quarters. The position peaked at $144K in Q1 2021. 367 funds tracked by Wall St. Rank hold WIX as of Q1 2024.

  • Spire Wealth Management reported no remaining WIX.com position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 20 WIX.com shares in Q1 2024, an estimated $2.54K.
  • Spire Wealth Management first reported a position in WIX.com in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's WIX.com position peaked at $144K in Q1 2021.
  • 367 funds tracked by Wall St. Rank held WIX.com as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.