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TCI Wealth Advisors’s WIX.com WIX Stock Holding History

TCI Wealth 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
2022
Q2 		– Sell
-1
Closed – – 2540
2022
Q1 		$0 Buy
+1
New +$109 ﹤0.01% 2478
2021
Q3 		– Sell
-2
Closed -$1K – 2590
2021
Q2 		$1K Hold
2
– – ﹤0.01% 2266
2021
Q1 		$1K Hold
2
– – ﹤0.01% 2121
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1679
2020
Q3 		$1K Sell
2
-1
-33% -$276 ﹤0.01% 1455
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1383
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1785
2019
Q4 		$0 Sell
3
-150
-98% -$18.4K ﹤0.01% 1697
2019
Q3 		$18K Hold
153
– – 0.01% 519
2019
Q2 		$22K Buy
153
+150
+5,000% +$20.2K 0.01% 458
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1565
2018
Q4 		$0 Buy
+3
New +$283 ﹤0.01% 1674

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return