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U.S. Capital Wealth Advisors’s WIX.com WIX Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-36
Closed -$2.77K – 1534
2022
Q4 		$2.77K Buy
+36
New +$2.91K ﹤0.01% 1462

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SV
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

U.S. Capital Wealth Advisors's WIX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WIX.com (WIX) in Q1 2023, closing a stake of 36 shares — an estimated $2.77K sold.

U.S. Capital Wealth Advisors first reported a position in WIX in Q4 2022 and held it in 1 quarter. The position peaked at $2.77K in Q4 2022. 325 funds tracked by Wall St. Rank hold WIX as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining WIX.com position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 36 WIX.com shares in Q1 2023, an estimated $2.77K.
  • U.S. Capital Wealth Advisors first reported a position in WIX.com in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's WIX.com position peaked at $2.77K in Q4 2022.
  • 325 funds tracked by Wall St. Rank held WIX.com as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.