TRUE Private Wealth Advisors’s WIX.com WIX Stock Holding History

TRUE Private 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
2020 Q2	–	Sell	-18	Closed	-$1K	–	755
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	655
2019 Q4	$2K	Buy	+18	New	+$2.2K	﹤0.01%	756
2019 Q3	–	Sell	-18	Closed	-$2K	–	717
2019 Q2	$2K	Buy	+18	New	+$2.43K	﹤0.01%	737

Other funds holding WIX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JSP

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

TRUE Private Wealth Advisors's WIX Position: Q2 2020 in Review

TRUE Private Wealth Advisors sold out of WIX.com (WIX) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in WIX in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 296 funds tracked by Wall St. Rank hold WIX as of Q2 2020.

TRUE Private Wealth Advisors reported no remaining WIX.com position as of Q2 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 18 WIX.com shares in Q2 2020, an estimated $1K.
TRUE Private Wealth Advisors first reported a position in WIX.com in Q2 2019 and held it in 3 quarters.
TRUE Private Wealth Advisors's WIX.com position peaked at $2K in Q4 2019.
296 funds tracked by Wall St. Rank held WIX.com as of Q2 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.