TrueWealth LLC’s WIX.com WIX Stock Holding History

TrueWealth LLC’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	$147K	Buy	573 +240	+72%	+$42.6K	0.06%	165
2020 Q1	$34K	Buy	+333	New	+$43.5K	0.02%	294

Other funds holding WIX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSP

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

TrueWealth LLC's WIX Position: Q2 2020 in Review

TrueWealth LLC increased its WIX.com (WIX) stake by 72% in Q2 2020, buying an estimated $42.6K and bringing the position to 573 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #165.

TrueWealth LLC first reported a position in WIX in Q1 2020 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold WIX as of Q2 2020.

TrueWealth LLC held 573 shares of WIX.com worth $147K as of Q2 2020.
TrueWealth LLC bought 240 WIX.com shares in Q2 2020, an estimated $42.6K.
WIX.com made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #165 holding.
TrueWealth LLC first reported a position in WIX.com in Q1 2020 and has held it in 2 quarters since.
296 funds tracked by Wall St. Rank held WIX.com as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.