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

Sugarloaf 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
-4
Closed -$1K – 875
2022
Q3 		$1K Hold
4
– – ﹤0.01% 811
2022
Q2 		$1K Hold
4
– – ﹤0.01% 767
2022
Q1 		$0 Hold
4
– – ﹤0.01% 767
2021
Q4 		$1K Hold
4
– – ﹤0.01% 733
2021
Q3 		$1K Hold
4
– – ﹤0.01% 749
2021
Q2 		$1K Hold
4
– – ﹤0.01% 738
2021
Q1 		$1 Hold
4
– – ﹤0.01% 730
2020
Q4 		$1K Buy
+4
New +$1.05K ﹤0.01% 699

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
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

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

Sugarloaf Wealth Management sold out of WIX.com (WIX) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in WIX in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 313 funds tracked by Wall St. Rank hold WIX as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining WIX.com position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 4 WIX.com shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in WIX.com in Q4 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's WIX.com position peaked at $1K in Q3 2022.
  • 313 funds tracked by Wall St. Rank held WIX.com as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.