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Synergy Financial Group’s WIX.com WIX Stock Holding History

Synergy Financial Group’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
Q2 		– Sell
-4,429
Closed -$609K – 87
2024
Q1 		$609K Sell
4,429
-13
-0.3% -$1.71K 0.69% 36
2023
Q4 		$546K Sell
4,442
-54
-1% -$5.21K 0.67% 33
2023
Q3 		$413K Hold
4,496
– – 0.58% 39
2023
Q2 		$352K Hold
4,496
– – 0.47% 46
2023
Q1 		$449K Hold
4,496
– – 0.73% 34
2022
Q4 		$345K Sell
4,496
-1,557
-26% -$126K 0.68% 40
2022
Q3 		$474K Hold
6,053
– – 0.71% 45
2022
Q2 		$397K Hold
6,053
– – 0.62% 49
2022
Q1 		$632K Buy
6,053
+1,617
+36% +$176K 0.66% 40
2021
Q4 		$700K Buy
+4,436
New +$769K 0.63% 45

Other funds holding WIX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Synergy Financial Group's WIX Position: Q2 2024 in Review

Synergy Financial Group sold out of WIX.com (WIX) in Q2 2024, closing a stake of 4,429 shares — an estimated $609K sold.

Synergy Financial Group first reported a position in WIX in Q4 2021 and held it in 10 quarters. The position peaked at $700K in Q4 2021. 364 funds tracked by Wall St. Rank hold WIX as of Q2 2024.

  • Synergy Financial Group reported no remaining WIX.com position as of Q2 2024 after selling out during the quarter.
  • Synergy Financial Group sold 4,429 WIX.com shares in Q2 2024, an estimated $609K.
  • Synergy Financial Group first reported a position in WIX.com in Q4 2021 and held it in 10 quarters.
  • Synergy Financial Group's WIX.com position peaked at $700K in Q4 2021.
  • 364 funds tracked by Wall St. Rank held WIX.com as of Q2 2024.

Based on Synergy Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.