TFO Wealth Partners’s WIX.com WIX Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-14	Closed	-$1K	–	500
2022 Q2	$1K	Buy	+14	New	+$1.02K	﹤0.01%	480
2021 Q2	–	Sell	-250	Closed	-$70K	–	191
2021 Q1	$70K	Buy	+250	New	+$71.4K	0.02%	61

Other funds holding WIX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's WIX Position: Q3 2022 in Review

TFO Wealth Partners sold out of WIX.com (WIX) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in WIX in Q1 2021 and held it in 2 quarters. The position peaked at $70K in Q1 2021. 302 funds tracked by Wall St. Rank hold WIX as of Q3 2022.

TFO Wealth Partners reported no remaining WIX.com position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 14 WIX.com shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in WIX.com in Q1 2021 and held it in 2 quarters.
TFO Wealth Partners's WIX.com position peaked at $70K in Q1 2021.
302 funds tracked by Wall St. Rank held WIX.com as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.