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

Tradition 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
-75
Closed -$9K – 1187
2023
Q4 		$9K Hold
75
– – ﹤0.01% 1037
2023
Q3 		$7K Hold
75
– – ﹤0.01% 1109
2023
Q2 		$6K Hold
75
– – ﹤0.01% 1180
2023
Q1 		$7K Hold
75
– – ﹤0.01% 1094
2022
Q4 		$6K Hold
75
– – ﹤0.01% 1025
2022
Q3 		$6K Hold
75
– – ﹤0.01% 1050
2022
Q2 		$5K Hold
75
– – ﹤0.01% 971
2022
Q1 		$8K Hold
75
– – ﹤0.01% 955
2021
Q4 		$12K Hold
75
– – ﹤0.01% 877
2021
Q3 		$15K Hold
75
– – ﹤0.01% 802
2021
Q2 		$22K Buy
+75
New +$21K ﹤0.01% 742

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

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

Tradition Wealth Management sold out of WIX.com (WIX) in Q1 2024, closing a stake of 75 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in WIX in Q2 2021 and held it in 11 quarters. The position peaked at $22K in Q2 2021. 367 funds tracked by Wall St. Rank hold WIX as of Q1 2024.

  • Tradition Wealth Management reported no remaining WIX.com position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 75 WIX.com shares in Q1 2024, an estimated $9K.
  • Tradition Wealth Management first reported a position in WIX.com in Q2 2021 and held it in 11 quarters.
  • Tradition Wealth Management's WIX.com position peaked at $22K in Q2 2021.
  • 367 funds tracked by Wall St. Rank held WIX.com as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.