UCFA
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United Capital Financial Advisors’s WIX.com WIX Stock Holding History

United Capital Financial 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
2025
Q1 		– Sell
-1,528
Closed -$328K – 1114
2024
Q4 		$328K Sell
1,528
-78
-5% -$14.9K ﹤0.01% 858
2024
Q3 		$268K Buy
+1,606
New +$258K ﹤0.01% 917

Other funds holding WIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's WIX Position: Q1 2025 in Review

United Capital Financial Advisors sold out of WIX.com (WIX) in Q1 2025, closing a stake of 1,528 shares — an estimated $328K sold.

United Capital Financial Advisors first reported a position in WIX in Q3 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2024. 413 funds tracked by Wall St. Rank hold WIX as of Q1 2025.

  • United Capital Financial Advisors reported no remaining WIX.com position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,528 WIX.com shares in Q1 2025, an estimated $328K.
  • United Capital Financial Advisors first reported a position in WIX.com in Q3 2024 and held it in 2 quarters.
  • United Capital Financial Advisors's WIX.com position peaked at $328K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held WIX.com as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.